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 | $13,721 | $59,402-76.9% | $93,654-85.3% | $74,546-81.6% |
| Participation rate | 16.8% | 59.7%-42.8pp | 68.7%-51.9pp | 67.2%-50.4pp |
| Annual return | 12.08% | 81.86%-69.8pp | 133.34%-121.3pp | 1366.03%-1354.0pp |
| Employer contribution / active EE | $372 | $1,265-70.6% | $2,421-84.6% | $2,624-85.8% |
| Participant deferral / active EE | $514 | $3,049-83.1% | $4,413-88.3% | $4,347-88.2% |
| Admin fee / account holder | $1,678 | $3,023-44.5% | $8,282-79.7% | $1,944-13.7% |