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 | $23,851 | $108,825-78.1% | $156,181-84.7% | $82,448-71.1% |
| Participation rate | 17.1% | 72.4%-55.2pp | 78.8%-61.7pp | 68.1%-50.9pp |
| Annual return | 16.30% | 20.59%-4.3pp | 64.87%-48.6pp | 41.64%-25.3pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,004 | $4,577-78.1% | $6,132-83.6% | $4,139-75.8% |
| Admin fee / account holder | $1,289 | $9,341-86.2% | $14,586-91.2% | $7,234-82.2% |