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 | $19,350 | $73,102-73.5% | $123,544-84.3% | $56,287-65.6% |
| Participation rate | 26.1% | 74.3%-48.2pp | 82.3%-56.2pp | 69.9%-43.8pp |
| Annual return | -4.13% | 3.01%-7.1pp | 119.20%-123.3pp | -9.96%+5.8pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,309 | $5,423-57.4% | $6,426-64.1% | $3,350-31.1% |
| Admin fee / account holder | $1,713 | $554+209.4% | $9,284-81.5% | $521+228.8% |