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 | $13,043 | $126,574-89.7% | $106,213-87.7% | $145,922-91.1% |
| Participation rate | 40.0% | 77.6%-37.6pp | 75.3%-35.3pp | 80.3%-40.3pp |
| Annual return | 15.32% | 224.79%-209.5pp | 116.14%-100.8pp | 561.29%-546.0pp |
| Employer contribution / active EE | $1,151 | $3,730-69.1% | $3,171-63.7% | $4,660-75.3% |
| Participant deferral / active EE | $1,257 | $5,724-78.0% | $5,016-74.9% | $6,688-81.2% |
| Admin fee / account holder | $1,323 | $17,304-92.4% | $11,033-88.0% | $13,397-90.1% |