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 | $16,248 | $53,165-69.4% | $86,188-81.1% | $74,419-78.2% |
| Participation rate | 1.0% | 64.9%-63.9pp | 69.0%-68.0pp | 70.7%-69.8pp |
| Annual return | 16.16% | 22.64%-6.5pp | 1168.45%-1152.3pp | 34.38%-18.2pp |
| Employer contribution / active EE | $0 | $1,210-100.0% | $2,380-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $49 | $3,234-98.5% | $3,985-98.8% | $4,528-98.9% |
| Admin fee / account holder | $3,386 | $551+514.0% | $6,852-50.6% | $348+873.4% |