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 | $9,353 | $52,208-82.1% | $86,612-89.2% | $74,419-87.4% |
| Participation rate | 4.8% | 66.3%-61.6pp | 71.7%-66.9pp | 70.7%-66.0pp |
| Annual return | 16.82% | 44.46%-27.6pp | 591.07%-574.2pp | 34.38%-17.6pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,022-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $114 | $3,383-96.6% | $4,438-97.4% | $4,528-97.5% |
| Admin fee / account holder | $1,599 | $319+401.5% | $5,614-71.5% | $348+359.7% |