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 | $15,702 | $52,208-69.9% | $86,612-81.9% | $74,419-78.9% |
| Participation rate | 4.4% | 66.3%-61.9pp | 71.7%-67.3pp | 70.7%-66.3pp |
| Annual return | 15.48% | 44.46%-29.0pp | 591.07%-575.6pp | 34.38%-18.9pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,022-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $304 | $3,383-91.0% | $4,438-93.2% | $4,528-93.3% |
| Admin fee / account holder | $1,605 | $319+403.3% | $5,614-71.4% | $348+361.3% |