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 3-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 | $3,734 | $93,170-96.0% | $100,534-96.3% | $84,808-95.6% |
| Participation rate | 36.7% | 75.8%-39.1pp | 80.6%-43.9pp | 68.3%-31.6pp |
| Annual return | 96.87% | 47.13%+49.7pp | 32.66%+64.2pp | 40.90%+56.0pp |
| Employer contribution / active EE | $0 | $3,985-100.0% | $4,346-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $431 | $5,699-92.4% | $6,144-93.0% | $4,212-89.8% |
| Admin fee / account holder | $1,022 | $7,382-86.2% | $7,654-86.7% | $7,344-86.1% |