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 | $1,505 | $78,520-98.1% | $96,576-98.4% | $82,448-98.2% |
| Participation rate | 60.0% | 77.7%-17.7pp | 81.4%-21.4pp | 68.1%-8.1pp |
| Annual return | 17.93% | 41.30%-23.4pp | 38.47%-20.5pp | 41.64%-23.7pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $433 | $6,754-93.6% | $7,956-94.6% | $4,139-89.5% |
| Admin fee / account holder | $373 | $13,455-97.2% | $11,381-96.7% | $7,234-94.8% |