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 9-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 | $3,353 | $48,750-93.1% | $88,946-96.2% | $74,304-95.5% |
| Participation rate | 5.1% | 44.5%-39.4pp | 68.8%-63.7pp | 60.3%-55.2pp |
| Annual return | 17.81% | 25.91%-8.1pp | 57.82%-40.0pp | 29.43%-11.6pp |
| Employer contribution / active EE | $0 | $1,255-100.0% | $2,555-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $123 | $2,423-94.9% | $4,581-97.3% | $3,767-96.7% |
| Admin fee / account holder | $838 | $3,756-77.7% | $8,261-89.9% | $2,969-71.8% |