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 | $15,267 | $119,446-87.2% | $150,045-89.8% | $85,563-82.2% |
| Participation rate | 7.4% | 75.4%-68.0pp | 82.3%-74.9pp | 66.0%-58.5pp |
| Annual return | 21.14% | 23.72%-2.6pp | 62.55%-41.4pp | 31.51%-10.4pp |
| Employer contribution / active EE | $0 | $4,078-100.0% | $4,693-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $692 | $7,985-91.3% | $7,997-91.3% | $4,375-84.2% |
| Admin fee / account holder | $5,378 | $548+882.1% | $13,435-60.0% | $834+544.7% |