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 | $3,167 | $60,022-94.7% | $88,946-96.4% | $84,808-96.3% |
| Participation rate | 40.5% | 57.8%-17.3pp | 68.8%-28.3pp | 68.3%-27.8pp |
| Annual return | 62.62% | 22.43%+40.2pp | 57.82%+4.8pp | 40.90%+21.7pp |
| Employer contribution / active EE | $448 | $1,703-73.7% | $2,555-82.5% | $2,631-83.0% |
| Participant deferral / active EE | $718 | $3,114-76.9% | $4,581-84.3% | $4,212-83.0% |
| Admin fee / account holder | $486 | $4,811-89.9% | $8,261-94.1% | $7,344-93.4% |