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 | $19,883 | $226,064-91.2% | $182,532-89.1% | $152,861-87.0% |
| Participation rate | 61.1% | 82.5%-21.3pp | 78.0%-16.9pp | 82.4%-21.3pp |
| Annual return | 21.03% | 192.51%-171.5pp | 148.54%-127.5pp | 345.32%-324.3pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $683 | $6,368-89.3% | $5,524-87.6% | $5,850-88.3% |
| Admin fee / account holder | $998 | $10,703-90.7% | $8,592-88.4% | $11,596-91.4% |