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 | $3,777 | $90,348-95.8% | $75,972-95.0% | $145,922-97.4% |
| Participation rate | 65.0% | 74.5%-9.5pp | 69.1%-4.1pp | 80.3%-15.3pp |
| Annual return | 11.70% | 620.88%-609.2pp | 359.55%-347.8pp | 561.29%-549.6pp |
| Employer contribution / active EE | $683 | $3,311-79.4% | $2,685-74.6% | $4,660-85.3% |
| Participant deferral / active EE | $683 | $5,162-86.8% | $4,255-84.0% | $6,688-89.8% |
| Admin fee / account holder | $793 | $8,467-90.6% | $6,467-87.7% | $13,397-94.1% |