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 | $28,337 | $183,963-84.6% | $162,163-82.5% | $152,861-81.5% |
| Participation rate | 58.3% | 88.5%-30.2pp | 87.6%-29.2pp | 82.4%-24.1pp |
| Annual return | 22.64% | 150.76%-128.1pp | 115.59%-93.0pp | 345.32%-322.7pp |
| Employer contribution / active EE | $1,875 | $6,371-70.6% | $5,614-66.6% | $4,762-60.6% |
| Participant deferral / active EE | $1,875 | $8,034-76.7% | $7,298-74.3% | $5,850-67.9% |
| Admin fee / account holder | $517 | $13,121-96.1% | $10,843-95.2% | $11,596-95.5% |