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 4-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 | $2,803 | $85,022-96.7% | $70,515-96.0% | $139,434-98.0% |
| Participation rate | 59.1% | 73.9%-14.8pp | 68.3%-9.3pp | 80.3%-21.2pp |
| Annual return | 25.29% | 30.38%-5.1pp | 32.77%-7.5pp | 372.94%-347.7pp |
| Employer contribution / active EE | $601 | $3,909-84.6% | $2,973-79.8% | $4,751-87.4% |
| Participant deferral / active EE | $601 | $5,890-89.8% | $4,567-86.8% | $6,710-91.0% |
| Admin fee / account holder | $611 | $8,906-93.1% | $6,412-90.5% | $11,403-94.6% |