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 4-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 | $24,764 | $81,208-69.5% | $98,907-75.0% | $79,858-69.0% |
| Participation rate | 34.4% | 72.5%-38.1pp | 76.0%-41.6pp | 69.6%-35.2pp |
| Annual return | 109.27% | 60.99%+48.3pp | 196.43%-87.2pp | 31.71%+77.6pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,196 | $3,265-63.4% | $4,244-71.8% | $3,740-68.0% |
| Admin fee / account holder | $338 | $6,013-94.4% | $6,642-94.9% | $5,306-93.6% |