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 7-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 | $8,072 | $50,082-83.9% | $93,406-91.4% | $79,858-89.9% |
| Participation rate | 24.0% | 60.9%-36.9pp | 66.8%-42.8pp | 69.6%-45.6pp |
| Annual return | 38.27% | 24.59%+13.7pp | 78.05%-39.8pp | 31.71%+6.6pp |
| Employer contribution / active EE | $453 | $1,303-65.2% | $2,075-78.2% | $2,471-81.7% |
| Participant deferral / active EE | $763 | $2,212-65.5% | $3,126-75.6% | $3,740-79.6% |
| Admin fee / account holder | $1,032 | $3,454-70.1% | $5,230-80.3% | $5,306-80.5% |