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 | $9,382 | $50,982-81.6% | $154,803-93.9% | $85,563-89.0% |
| Participation rate | 14.4% | 59.8%-45.3pp | 78.1%-63.6pp | 66.0%-51.5pp |
| Annual return | 19.06% | 30.35%-11.3pp | 58.88%-39.8pp | 31.51%-12.4pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $4,305-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $566 | $2,474-77.1% | $5,540-89.8% | $4,375-87.1% |
| Admin fee / account holder | $1,194 | $846+41.2% | $14,329-91.7% | $834+43.1% |