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 7-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 | $19,300 | $84,487-77.2% | $125,339-84.6% | $66,914-71.2% |
| Participation rate | 42.1% | 76.4%-34.4pp | 82.4%-40.3pp | 69.8%-27.7pp |
| Annual return | 24.82% | -8.39%+33.2pp | 572.05%-547.2pp | 1.58%+23.2pp |
| Employer contribution / active EE | $1,219 | $3,553-65.7% | $4,814-74.7% | $2,544-52.1% |
| Participant deferral / active EE | $2,698 | $6,781-60.2% | $7,446-63.8% | $4,237-36.3% |
| Admin fee / account holder | $3,657 | $685+433.8% | $10,010-63.5% | $593+516.4% |