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 | $25,693 | $104,475-75.4% | $159,436-83.9% | $79,386-67.6% |
| Participation rate | 46.1% | 76.6%-30.5pp | 82.8%-36.7pp | 70.7%-24.6pp |
| Annual return | 27.13% | 67.95%-40.8pp | 263.57%-236.4pp | 116.85%-89.7pp |
| Employer contribution / active EE | $866 | $3,417-74.7% | $4,829-82.1% | $2,427-64.3% |
| Participant deferral / active EE | $1,280 | $6,467-80.2% | $7,352-82.6% | $4,046-68.4% |
| Admin fee / account holder | $5,775 | $711+712.1% | $10,799-46.5% | $626+821.9% |