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 | $12,974 | $77,813-83.3% | $123,544-89.5% | $64,186-79.8% |
| Participation rate | 69.5% | 74.7%-5.2pp | 82.3%-12.8pp | 69.6%-0.1pp |
| Annual return | -6.28% | 12.48%-18.8pp | 119.20%-125.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $561 | $3,014-81.4% | $4,628-87.9% | $2,381-76.4% |
| Participant deferral / active EE | $1,765 | $5,240-66.3% | $6,426-72.5% | $3,470-49.1% |
| Admin fee / account holder | $1,646 | $5,519-70.2% | $9,284-82.3% | $4,888-66.3% |