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 | $3,255 | $77,896-95.8% | $134,172-97.6% | $82,448-96.1% |
| Participation rate | 48.6% | 62.8%-14.2pp | 72.5%-23.9pp | 68.1%-19.5pp |
| Annual return | 25.43% | 18.21%+7.2pp | 25.30%+0.1pp | 41.64%-16.2pp |
| Employer contribution / active EE | $0 | $2,159-100.0% | $3,420-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $700 | $3,162-77.9% | $4,690-85.1% | $4,139-83.1% |
| Admin fee / account holder | $608 | $6,336-90.4% | $12,016-94.9% | $7,234-91.6% |