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 9-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 | $19,237 | $77,813-75.3% | $123,544-84.4% | $64,186-70.0% |
| Participation rate | 60.2% | 74.7%-14.5pp | 82.3%-22.1pp | 69.6%-9.3pp |
| Annual return | -6.58% | 12.48%-19.1pp | 119.20%-125.8pp | 7.63%-14.2pp |
| Employer contribution / active EE | $552 | $3,014-81.7% | $4,628-88.1% | $2,381-76.8% |
| Participant deferral / active EE | $1,461 | $5,240-72.1% | $6,426-77.3% | $3,470-57.9% |
| Admin fee / account holder | $569 | $5,519-89.7% | $9,284-93.9% | $4,888-88.4% |