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 | $6,288 | $68,914-90.9% | $136,749-95.4% | $74,304-91.5% |
| Participation rate | 2.6% | 51.3%-48.7pp | 72.1%-69.5pp | 60.3%-57.7pp |
| Annual return | 18.40% | 16.34%+2.1pp | 24.33%-5.9pp | 29.43%-11.0pp |
| Employer contribution / active EE | $0 | $1,561-100.0% | $3,400-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $110 | $2,541-95.7% | $4,692-97.7% | $3,767-97.1% |
| Admin fee / account holder | $3,562 | $3,149+13.1% | $11,386-68.7% | $2,969+20.0% |