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 | $3,143 | $56,060-94.4% | $76,002-95.9% | $80,874-96.1% |
| Participation rate | 65.5% | 62.0%+3.5pp | 69.1%-3.6pp | 67.6%-2.1pp |
| Annual return | 14.96% | 20.54%-5.6pp | 360.07%-345.1pp | 35.62%-20.7pp |
| Employer contribution / active EE | $510 | $1,873-72.8% | $2,688-81.0% | $2,756-81.5% |
| Participant deferral / active EE | $729 | $3,051-76.1% | $4,257-82.9% | $4,297-83.0% |
| Admin fee / account holder | $921 | $5,237-82.4% | $6,414-85.6% | $6,935-86.7% |