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 | $1,038 | $80,717-98.7% | $154,803-99.3% | $84,808-98.8% |
| Participation rate | 55.2% | 66.8%-11.6pp | 78.1%-22.8pp | 68.3%-13.1pp |
| Annual return | 19.07% | 37.96%-18.9pp | 58.88%-39.8pp | 40.90%-21.8pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $247 | $3,303-92.5% | $5,540-95.5% | $4,212-94.1% |
| Admin fee / account holder | $393 | $6,746-94.2% | $14,329-97.3% | $7,344-94.6% |