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 | $19,004 | $84,487-77.5% | $125,339-84.8% | $66,914-71.6% |
| Participation rate | 46.2% | 76.4%-30.3pp | 82.4%-36.2pp | 69.8%-23.6pp |
| Annual return | 15.40% | -8.39%+23.8pp | 572.05%-556.6pp | 1.58%+13.8pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,693 | $6,781-60.3% | $7,446-63.8% | $4,237-36.4% |
| Admin fee / account holder | $1,222 | $685+78.3% | $10,010-87.8% | $593+105.9% |