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 10-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 | $25,802 | $137,414-81.2% | $189,513-86.4% | $85,850-69.9% |
| Participation rate | 46.2% | 84.6%-38.5pp | 87.8%-41.7pp | 69.3%-23.2pp |
| Annual return | 13.57% | 38.14%-24.6pp | 555.15%-541.6pp | 318.53%-305.0pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,162-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,088 | $6,260-82.6% | $8,221-86.8% | $3,952-72.5% |
| Admin fee / account holder | $618 | $8,630-92.8% | $12,045-94.9% | $6,260-90.1% |