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 | $19,972 | $87,013-77.0% | $106,213-81.2% | $80,856-75.3% |
| Participation rate | 28.6% | 70.4%-41.9pp | 75.3%-46.7pp | 67.6%-39.1pp |
| Annual return | 86.47% | 17.05%+69.4pp | 116.14%-29.7pp | 35.59%+50.9pp |
| Employer contribution / active EE | $737 | $2,395-69.2% | $3,171-76.8% | $2,755-73.2% |
| Participant deferral / active EE | $1,480 | $3,986-62.9% | $5,016-70.5% | $4,296-65.5% |
| Admin fee / account holder | $10,112 | $8,431+19.9% | $11,033-8.3% | $6,918+46.2% |