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 4-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 | $6,343 | $107,452-94.1% | $91,541-93.1% | $142,382-95.5% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 10.66% | 22.06%-11.4pp | 20.50%-9.8pp | 217.08%-206.4pp |
| Employer contribution / active EE | $134 | $2,994-95.5% | $2,505-94.7% | $4,299-96.9% |
| Participant deferral / active EE | $434 | $4,754-90.9% | $4,008-89.2% | $6,507-93.3% |
| Admin fee / account holder | $336 | $8,834-96.2% | $6,956-95.2% | $12,624-97.3% |