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 8-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 | $12,283 | $70,669-82.6% | $169,368-92.7% | $75,163-83.7% |
| Participation rate | 44.1% | 64.8%-20.7pp | 77.1%-33.0pp | 67.2%-23.1pp |
| Annual return | 18.26% | 36.36%-18.1pp | 405.60%-387.3pp | 160.62%-142.4pp |
| Employer contribution / active EE | $705 | $2,211-68.1% | $4,013-82.4% | $2,670-73.6% |
| Participant deferral / active EE | $941 | $4,311-78.2% | $6,221-84.9% | $4,125-77.2% |
| Admin fee / account holder | $1,206 | $5,402-77.7% | $9,003-86.6% | $5,651-78.7% |