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 | $5,475 | $48,230-88.6% | $67,502-91.9% | $80,856-93.2% |
| Participation rate | 26.7% | 66.4%-39.7pp | 72.9%-46.2pp | 67.6%-41.0pp |
| Annual return | 17.97% | 18.28%-0.3pp | 3512.12%-3494.2pp | 35.59%-17.6pp |
| Employer contribution / active EE | $520 | $2,020-74.3% | $2,731-81.0% | $2,755-81.1% |
| Participant deferral / active EE | $637 | $2,924-78.2% | $4,000-84.1% | $4,296-85.2% |
| Admin fee / account holder | $884 | $3,681-76.0% | $3,998-77.9% | $6,918-87.2% |