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 | $4,487 | $101,069-95.6% | $81,478-94.5% | $147,584-97.0% |
| Participation rate | 15.8% | 74.5%-58.7pp | 68.0%-52.2pp | 82.8%-67.0pp |
| Annual return | 11.54% | 32.40%-20.9pp | 38.78%-27.2pp | 578.55%-567.0pp |
| Employer contribution / active EE | $0 | $3,205-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $234 | $4,242-94.5% | $3,537-93.4% | $5,439-95.7% |
| Admin fee / account holder | $843 | $5,812-85.5% | $4,561-81.5% | $10,885-92.3% |