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 5-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 | $17,615 | $57,831-69.5% | $82,389-78.6% | $85,563-79.4% |
| Participation rate | 6.8% | 55.0%-48.2pp | 69.5%-62.7pp | 66.0%-59.1pp |
| Annual return | 18.47% | 17.86%+0.6pp | 28.67%-10.2pp | 31.51%-13.0pp |
| Employer contribution / active EE | $0 | $1,643-100.0% | $2,517-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $317 | $3,118-89.8% | $4,155-92.4% | $4,375-92.8% |
| Admin fee / account holder | $2,922 | $1,391+110.0% | $7,231-59.6% | $834+250.3% |