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 | $17,853 | $56,638-68.5% | $169,368-89.5% | $74,419-76.0% |
| Participation rate | 8.4% | 67.5%-59.2pp | 77.1%-68.8pp | 70.7%-62.4pp |
| Annual return | 26.50% | 24.75%+1.8pp | 405.60%-379.1pp | 34.38%-7.9pp |
| Employer contribution / active EE | $0 | $2,027-100.0% | $4,013-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $375 | $4,223-91.1% | $6,221-94.0% | $4,528-91.7% |
| Admin fee / account holder | $573 | $307+86.8% | $9,003-93.6% | $348+64.6% |