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 6-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 | $2,935 | $70,428-95.8% | $96,562-97.0% | $85,850-96.6% |
| Participation rate | 9.9% | 61.8%-51.9pp | 69.8%-59.9pp | 69.3%-59.4pp |
| Annual return | 56.42% | 18.59%+37.8pp | 37.78%+18.6pp | 318.53%-262.1pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $344 | $2,894-88.1% | $3,849-91.1% | $3,952-91.3% |
| Admin fee / account holder | $502 | $4,997-90.0% | $6,181-91.9% | $6,260-92.0% |