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 5-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 | $8,774 | $82,664-89.4% | $125,339-93.0% | $68,494-87.2% |
| Participation rate | 61.0% | 75.0%-14.1pp | 82.4%-21.4pp | 67.9%-6.9pp |
| Annual return | 10.03% | -5.97%+16.0pp | 572.05%-562.0pp | -7.84%+17.9pp |
| Employer contribution / active EE | $1,309 | $3,381-61.3% | $4,814-72.8% | $2,596-49.6% |
| Participant deferral / active EE | $1,806 | $6,110-70.4% | $7,446-75.7% | $4,027-55.1% |
| Admin fee / account holder | $506 | $6,275-91.9% | $10,010-94.9% | $5,403-90.6% |