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 | $5,248 | $53,516-90.2% | $126,539-95.9% | $84,808-93.8% |
| Participation rate | 65.0% | 58.2%+6.8pp | 69.8%-4.8pp | 68.3%-3.3pp |
| Annual return | 21.15% | 58.34%-37.2pp | 425.95%-404.8pp | 40.90%-19.7pp |
| Employer contribution / active EE | $429 | $1,535-72.1% | $3,674-88.3% | $2,631-83.7% |
| Participant deferral / active EE | $610 | $2,671-77.2% | $4,083-85.1% | $4,212-85.5% |
| Admin fee / account holder | $763 | $4,497-83.0% | $6,065-87.4% | $7,344-89.6% |