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 6-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 | $23,355 | $81,625-71.4% | $167,512-86.1% | $74,304-68.6% |
| Participation rate | 21.7% | 60.0%-38.4pp | 77.1%-55.4pp | 60.3%-38.7pp |
| Annual return | 15.98% | 26.09%-10.1pp | 1615.79%-1599.8pp | 29.43%-13.5pp |
| Employer contribution / active EE | $582 | $2,010-71.0% | $3,882-85.0% | $2,241-74.0% |
| Participant deferral / active EE | $910 | $4,115-77.9% | $6,405-85.8% | $3,767-75.9% |
| Admin fee / account holder | $14,174 | $3,474+308.0% | $9,769+45.1% | $2,969+377.4% |