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 9-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 | $4,004 | $91,190-95.6% | $178,490-97.8% | $79,858-95.0% |
| Participation rate | 46.3% | 69.2%-22.9pp | 81.9%-35.6pp | 69.6%-23.3pp |
| Annual return | 17.40% | 24.19%-6.8pp | 151.07%-133.7pp | 31.71%-14.3pp |
| Employer contribution / active EE | $474 | $3,256-85.4% | $5,011-90.5% | $2,471-80.8% |
| Participant deferral / active EE | $662 | $3,236-79.6% | $5,202-87.3% | $3,740-82.3% |
| Admin fee / account holder | $318 | $6,751-95.3% | $13,984-97.7% | $5,306-94.0% |