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 | $3,986 | $102,605-96.1% | $145,661-97.3% | $84,808-95.3% |
| Participation rate | 64.7% | 74.3%-9.6pp | 77.2%-12.5pp | 68.3%-3.6pp |
| Annual return | 86.46% | 26.50%+60.0pp | 101.46%-15.0pp | 40.90%+45.6pp |
| Employer contribution / active EE | $0 | $3,325-100.0% | $4,238-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $698 | $5,750-87.9% | $7,198-90.3% | $4,212-83.4% |
| Admin fee / account holder | $1,042 | $8,758-88.1% | $12,466-91.6% | $7,344-85.8% |