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 5-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 | $2,247 | $54,229-95.9% | $70,092-96.8% | $68,494-96.7% |
| Participation rate | 34.0% | 64.5%-30.5pp | 70.5%-36.5pp | 67.9%-33.9pp |
| Annual return | -17.50% | -13.87%-3.6pp | 190.73%-208.2pp | -7.84%-9.7pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,559-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $629 | $2,956-78.7% | $3,849-83.7% | $4,027-84.4% |
| Admin fee / account holder | $815 | $4,694-82.6% | $6,267-87.0% | $5,403-84.9% |