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 3-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 | $1,076 | $58,627-98.2% | $76,735-98.6% | $82,448-98.7% |
| Participation rate | 67.3% | 63.2%+4.1pp | 69.5%-2.2pp | 68.1%-0.7pp |
| Annual return | 24.54% | 39.10%-14.6pp | 29.77%-5.2pp | 41.64%-17.1pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $876 | $3,134-72.0% | $4,088-78.6% | $4,139-78.8% |
| Admin fee / account holder | $431 | $5,323-91.9% | $7,189-94.0% | $7,234-94.0% |