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 3-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 | $5,925 | $49,173-88.0% | $121,098-95.1% | $75,163-92.1% |
| Participation rate | 15.6% | 55.4%-39.8pp | 69.5%-53.9pp | 67.2%-51.6pp |
| Annual return | 23.76% | 55.99%-32.2pp | 985.75%-962.0pp | 160.62%-136.9pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,164-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $458 | $2,628-82.6% | $4,080-88.8% | $4,125-88.9% |
| Admin fee / account holder | $696 | $3,942-82.3% | $5,644-87.7% | $5,651-87.7% |