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 5-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 | $23,670 | $81,900-71.1% | $119,609-80.2% | $68,494-65.4% |
| Participation rate | 31.1% | 71.9%-40.8pp | 79.3%-48.1pp | 67.9%-36.8pp |
| Annual return | -15.89% | -23.82%+7.9pp | -14.97%-0.9pp | -7.84%-8.0pp |
| Employer contribution / active EE | $886 | $2,693-67.1% | $4,232-79.1% | $2,596-65.9% |
| Participant deferral / active EE | $1,597 | $4,148-61.5% | $5,602-71.5% | $4,027-60.3% |
| Admin fee / account holder | $1,783 | $6,582-72.9% | $10,323-82.7% | $5,403-67.0% |