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 | $19,096 | $165,335-88.5% | $149,696-87.2% | $158,922-88.0% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 24.45% | 348.15%-323.7pp | 276.60%-252.1pp | 302.83%-278.4pp |
| Employer contribution / active EE | $1,324 | $5,103-74.1% | $4,644-71.5% | $4,761-72.2% |
| Participant deferral / active EE | $1,630 | $7,181-77.3% | $6,842-76.2% | $5,982-72.7% |
| Admin fee / account holder | $2,059 | $10,807-81.0% | $9,309-77.9% | $11,246-81.7% |