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 3-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 | $3,850 | $61,272-93.7% | $149,673-97.4% | $71,457-94.6% |
| Participation rate | 13.7% | 62.5%-48.8pp | 78.8%-65.1pp | 67.9%-54.2pp |
| Annual return | 14.68% | 35.85%-21.2pp | 134.42%-119.7pp | 28.85%-14.2pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $268 | $2,917-90.8% | $5,680-95.3% | $4,289-93.8% |
| Admin fee / account holder | $733 | $1,261-41.9% | $13,210-94.5% | $1,587-53.8% |