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 | $19,219 | $91,538-79.0% | $129,995-85.2% | $75,163-74.4% |
| Participation rate | 48.0% | 71.4%-23.4pp | 78.5%-30.5pp | 67.2%-19.2pp |
| Annual return | 20.60% | -631.11%+651.7pp | -137.18%+157.8pp | 160.62%-140.0pp |
| Employer contribution / active EE | $920 | $2,845-67.7% | $4,320-78.7% | $2,670-65.5% |
| Participant deferral / active EE | $1,614 | $4,341-62.8% | $5,820-72.3% | $4,125-60.9% |
| Admin fee / account holder | $2,853 | $6,790-58.0% | $10,614-73.1% | $5,651-49.5% |