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 6-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 | $5,305 | $66,098-92.0% | $101,794-94.8% | $74,304-92.9% |
| Participation rate | 10.7% | 53.8%-43.1pp | 69.2%-58.5pp | 60.3%-49.7pp |
| Annual return | 19.22% | 19.59%-0.4pp | 30.53%-11.3pp | 29.43%-10.2pp |
| Employer contribution / active EE | $0 | $1,082-100.0% | $2,289-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $240 | $2,781-91.4% | $4,084-94.1% | $3,767-93.6% |
| Admin fee / account holder | $877 | $4,146-78.8% | $8,777-90.0% | $2,969-70.5% |