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 | $28,192 | $100,923-72.1% | $150,045-81.2% | $74,304-62.1% |
| Participation rate | 8.3% | 70.1%-61.7pp | 82.3%-74.0pp | 60.3%-52.0pp |
| Annual return | 17.77% | 51.77%-34.0pp | 62.55%-44.8pp | 29.43%-11.7pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $446 | $6,709-93.4% | $7,997-94.4% | $3,767-88.2% |
| Admin fee / account holder | $814 | $2,767-70.6% | $13,435-93.9% | $2,969-72.6% |