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 | $2,730 | $95,561-97.1% | $77,163-96.5% | $139,434-98.0% |
| Participation rate | 50.0% | 73.9%-23.9pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 25.57% | 54.92%-29.4pp | 37.87%-12.3pp | 372.94%-347.4pp |
| Employer contribution / active EE | $770 | $3,147-75.5% | $2,535-69.6% | $4,751-83.8% |
| Participant deferral / active EE | $779 | $4,624-83.2% | $3,833-79.7% | $6,710-88.4% |
| Admin fee / account holder | $794 | $8,295-90.4% | $5,472-85.5% | $11,403-93.0% |