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 | $6,539 | $49,915-86.9% | $154,803-95.8% | $74,304-91.2% |
| Participation rate | 15.3% | 54.0%-38.6pp | 78.1%-62.7pp | 60.3%-45.0pp |
| Annual return | 19.43% | 34.06%-14.6pp | 58.88%-39.4pp | 29.43%-10.0pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $356 | $2,255-84.2% | $5,540-93.6% | $3,767-90.5% |
| Admin fee / account holder | $701 | $2,189-68.0% | $14,329-95.1% | $2,969-76.4% |