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 8-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 | $4,330 | $89,753-95.2% | $107,525-96.0% | $84,808-94.9% |
| Participation rate | 68.6% | 68.1%+0.6pp | 75.1%-6.4pp | 68.3%+0.3pp |
| Annual return | 16.46% | 29.48%-13.0pp | 181.32%-164.9pp | 40.90%-24.4pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,036 | $4,056-74.5% | $5,116-79.8% | $4,212-75.4% |
| Admin fee / account holder | $1,010 | $7,222-86.0% | $8,919-88.7% | $7,344-86.2% |