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 | $5,657 | $59,805-90.5% | $79,550-92.9% | $68,494-91.7% |
| Participation rate | 12.0% | 61.1%-49.1pp | 69.5%-57.5pp | 67.9%-55.9pp |
| Annual return | -0.51% | -12.30%+11.8pp | 0.16%-0.7pp | -7.84%+7.3pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $597 | $3,024-80.3% | $3,985-85.0% | $4,027-85.2% |
| Admin fee / account holder | $516 | $4,835-89.3% | $6,832-92.4% | $5,403-90.4% |