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 10-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 | $1,728 | $20,316-91.5% | $66,042-97.4% | $74,304-97.7% |
| Participation rate | 31.3% | 62.8%-31.5pp | 67.5%-36.3pp | 60.3%-29.1pp |
| Annual return | 18.51% | 28.10%-9.6pp | 52.11%-33.6pp | 29.43%-10.9pp |
| Employer contribution / active EE | $0 | $745-100.0% | $1,579-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $150 | $1,615-90.7% | $2,835-94.7% | $3,767-96.0% |
| Admin fee / account holder | $321 | $1,668-80.8% | $5,747-94.4% | $2,969-89.2% |