See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,006 | $99,957-87.0% | $149,696-91.3% | $73,488-82.3% |
| Participation rate | 53.9% | 75.7%-21.8pp | 82.5%-28.6pp | 70.7%-16.8pp |
| Annual return | 22.33% | 53.87%-31.5pp | 276.60%-254.3pp | 28.51%-6.2pp |
| Employer contribution / active EE | $1,238 | $3,191-61.2% | $4,644-73.3% | $2,270-45.5% |
| Participant deferral / active EE | $1,567 | $6,073-74.2% | $6,842-77.1% | $3,740-58.1% |
| Admin fee / account holder | $899 | $551+63.3% | $9,309-90.3% | $513+75.3% |