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 10-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 | $5,127 | $100,852-94.9% | $90,404-94.3% | $158,922-96.8% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 8.57% | 1724.20%-1715.6pp | 1293.02%-1284.4pp | 302.83%-294.3pp |
| Employer contribution / active EE | $1,578 | $3,689-57.2% | $3,262-51.6% | $4,761-66.9% |
| Participant deferral / active EE | $462 | $4,348-89.4% | $3,963-88.3% | $5,982-92.3% |
| Admin fee / account holder | $3,241 | $6,501-50.2% | $5,611-42.2% | $11,246-71.2% |