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 | $20,530 | $73,102-71.9% | $123,544-83.4% | $56,287-63.5% |
| Participation rate | 55.8% | 74.3%-18.6pp | 82.3%-26.5pp | 69.9%-14.1pp |
| Annual return | -6.68% | 3.01%-9.7pp | 119.20%-125.9pp | -9.96%+3.3pp |
| Employer contribution / active EE | $1,193 | $2,977-59.9% | $4,628-74.2% | $2,111-43.5% |
| Participant deferral / active EE | $1,974 | $5,423-63.6% | $6,426-69.3% | $3,350-41.1% |
| Admin fee / account holder | $412 | $554-25.6% | $9,284-95.6% | $521-20.9% |