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 3-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 | $1,866 | $51,315-96.4% | $95,745-98.1% | $71,457-97.4% |
| Participation rate | 5.6% | 63.0%-57.5pp | 72.3%-66.7pp | 67.9%-62.4pp |
| Annual return | 0.00% | 25.26%-25.3pp | 28.35%-28.4pp | 28.85%-28.8pp |
| Employer contribution / active EE | $0 | $1,819-100.0% | $2,835-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $137 | $3,358-95.9% | $4,245-96.8% | $4,289-96.8% |
| Admin fee / account holder | $522 | $1,137-54.1% | $5,678-90.8% | $1,587-67.1% |