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 | $6,430 | $72,492-91.1% | $87,100-92.6% | $72,985-91.2% |
| Participation rate | 37.0% | 72.8%-35.8pp | 76.9%-39.8pp | 69.5%-32.4pp |
| Annual return | 57.30% | 24.46%+32.8pp | 28.19%+29.1pp | 81.00%-23.7pp |
| Employer contribution / active EE | $698 | $1,894-63.2% | $2,521-72.3% | $2,440-71.4% |
| Participant deferral / active EE | $1,184 | $3,270-63.8% | $4,049-70.8% | $3,607-67.2% |
| Admin fee / account holder | $674 | $5,055-86.7% | $7,497-91.0% | $5,124-86.9% |