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 5-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 | $10,124 | $79,171-87.2% | $102,423-90.1% | $74,495-86.4% |
| Participation rate | 31.8% | 74.8%-43.0pp | 76.5%-44.7pp | 67.2%-35.4pp |
| Annual return | 21.74% | 54.93%-33.2pp | 29.32%-7.6pp | 1364.94%-1343.2pp |
| Employer contribution / active EE | $1,070 | $2,362-54.7% | $3,023-64.6% | $2,623-59.2% |
| Participant deferral / active EE | $1,358 | $4,415-69.2% | $5,053-73.1% | $4,346-68.7% |
| Admin fee / account holder | $563 | $2,001-71.9% | $9,451-94.0% | $1,942-71.0% |