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 | $7,627 | $54,517-86.0% | $75,972-90.0% | $74,495-89.8% |
| Participation rate | 9.3% | 60.3%-51.1pp | 69.1%-59.8pp | 67.2%-57.9pp |
| Annual return | 13.21% | 31.82%-18.6pp | 359.55%-346.3pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $0 | $1,777-100.0% | $2,685-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $354 | $3,066-88.5% | $4,255-91.7% | $4,346-91.9% |
| Admin fee / account holder | $920 | $2,229-58.7% | $6,467-85.8% | $1,942-52.6% |