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 | $11,103 | $68,547-83.8% | $120,354-90.8% | $80,856-86.3% |
| Participation rate | 27.0% | 61.6%-34.6pp | 71.9%-44.9pp | 67.6%-40.6pp |
| Annual return | 13.68% | 23.60%-9.9pp | 107.15%-93.5pp | 35.59%-21.9pp |
| Employer contribution / active EE | $1,304 | $2,051-36.4% | $3,463-62.4% | $2,755-52.7% |
| Participant deferral / active EE | $0 | $3,173-100.0% | $4,991-100.0% | $4,296-100.0% |
| Admin fee / account holder | $715 | $5,732-87.5% | $9,423-92.4% | $6,918-89.7% |