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 | $18,378 | $102,317-82.0% | $146,958-87.5% | $80,856-77.3% |
| Participation rate | 26.3% | 75.8%-49.6pp | 82.2%-55.9pp | 67.6%-41.4pp |
| Annual return | 13.76% | 134.76%-121.0pp | 418.34%-404.6pp | 35.59%-21.8pp |
| Employer contribution / active EE | $1,044 | $3,713-71.9% | $4,933-78.8% | $2,755-62.1% |
| Participant deferral / active EE | $1,158 | $6,644-82.6% | $8,070-85.7% | $4,296-73.0% |
| Admin fee / account holder | $3,292 | $7,941-58.5% | $12,998-74.7% | $6,918-52.4% |