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 10-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 | $3,490 | $63,764-94.5% | $81,930-95.7% | $79,858-95.6% |
| Participation rate | 12.0% | 67.5%-55.5pp | 72.0%-60.0pp | 69.6%-57.6pp |
| Annual return | 41.23% | 22.66%+18.6pp | 29.49%+11.7pp | 31.71%+9.5pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $292 | $2,780-89.5% | $7,107-95.9% | $3,740-92.2% |
| Admin fee / account holder | $338 | $4,426-92.4% | $5,158-93.4% | $5,306-93.6% |