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 | $11,373 | $66,444-82.9% | $120,225-90.5% | $79,634-85.7% |
| Participation rate | 22.0% | 42.8%-20.8pp | 69.6%-47.6pp | 62.5%-40.5pp |
| Annual return | 18.84% | 53.37%-34.5pp | 439.23%-420.4pp | 36.46%-17.6pp |
| Employer contribution / active EE | $284 | $1,860-84.7% | $3,475-91.8% | $2,529-88.8% |
| Participant deferral / active EE | $385 | $2,798-86.2% | $3,999-90.4% | $3,835-90.0% |
| Admin fee / account holder | $301 | $1,295-76.8% | $5,696-94.7% | $1,002-70.0% |