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 | $13,045 | $71,192-81.7% | $117,854-88.9% | $62,292-79.1% |
| Participation rate | 44.6% | 74.2%-29.7pp | 79.7%-35.1pp | 69.5%-25.0pp |
| Annual return | 14.80% | 18.66%-3.9pp | 335.08%-320.3pp | 28.90%-14.1pp |
| Employer contribution / active EE | $0 | $1,934-100.0% | $3,786-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $684 | $3,189-78.6% | $4,482-84.7% | $3,169-78.4% |
| Admin fee / account holder | $2,320 | $587+295.0% | $8,020-71.1% | $479+383.9% |