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 5-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 | $4,206 | $56,053-92.5% | $75,972-94.5% | $80,856-94.8% |
| Participation rate | 3.7% | 62.0%-58.4pp | 69.1%-65.4pp | 67.6%-64.0pp |
| Annual return | 13.93% | 20.53%-6.6pp | 359.55%-345.6pp | 35.59%-21.7pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,685-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $122 | $3,052-96.0% | $4,255-97.1% | $4,296-97.2% |
| Admin fee / account holder | $355 | $5,234-93.2% | $6,467-94.5% | $6,918-94.9% |