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 | $7,172 | $65,241-89.0% | $126,539-94.3% | $85,563-91.6% |
| Participation rate | 17.0% | 48.6%-31.7pp | 69.8%-52.8pp | 66.0%-49.0pp |
| Annual return | 23.78% | 42.19%-18.4pp | 425.95%-402.2pp | 31.51%-7.7pp |
| Employer contribution / active EE | $269 | $1,937-86.1% | $3,674-92.7% | $2,654-89.9% |
| Participant deferral / active EE | $453 | $3,032-85.1% | $4,083-88.9% | $4,375-89.7% |
| Admin fee / account holder | $542 | $1,031-47.4% | $6,065-91.1% | $834-35.0% |