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 6-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 | $4,416 | $70,669-93.8% | $169,368-97.4% | $75,163-94.1% |
| Participation rate | 11.8% | 64.8%-53.0pp | 77.1%-65.4pp | 67.2%-55.4pp |
| Annual return | 14.33% | 36.36%-22.0pp | 405.60%-391.3pp | 160.62%-146.3pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $303 | $4,311-93.0% | $6,221-95.1% | $4,125-92.6% |
| Admin fee / account holder | $1,121 | $5,402-79.2% | $9,003-87.5% | $5,651-80.2% |