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 3-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 | $11,080 | $83,902-86.8% | $167,512-93.4% | $84,808-86.9% |
| Participation rate | 24.5% | 66.5%-42.0pp | 77.1%-52.6pp | 68.3%-43.8pp |
| Annual return | 22.98% | 91.55%-68.6pp | 1615.79%-1592.8pp | 40.90%-17.9pp |
| Employer contribution / active EE | $515 | $2,264-77.3% | $3,882-86.7% | $2,631-80.4% |
| Participant deferral / active EE | $661 | $4,442-85.1% | $6,405-89.7% | $4,212-84.3% |
| Admin fee / account holder | $526 | $7,915-93.4% | $9,769-94.6% | $7,344-92.8% |