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 3-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 | $1,445 | $48,277-97.0% | $67,511-97.9% | $80,874-98.2% |
| Participation rate | 27.1% | 66.4%-39.3pp | 72.9%-45.8pp | 67.6%-40.6pp |
| Annual return | 19.24% | 18.27%+1.0pp | 3517.41%-3498.2pp | 35.62%-16.4pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,733-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $281 | $2,926-90.4% | $4,000-93.0% | $4,297-93.4% |
| Admin fee / account holder | $404 | $3,687-89.0% | $3,999-89.9% | $6,935-94.2% |