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 | $2,795 | $52,353-94.7% | $120,225-97.7% | $82,448-96.6% |
| Participation rate | 65.5% | 58.3%+7.2pp | 69.6%-4.1pp | 68.1%-2.6pp |
| Annual return | 23.43% | 61.85%-38.4pp | 439.23%-415.8pp | 41.64%-18.2pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $638 | $2,627-75.7% | $3,999-84.0% | $4,139-84.6% |
| Admin fee / account holder | $326 | $4,363-92.5% | $5,696-94.3% | $7,234-95.5% |