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 | $4,733 | $99,877-95.3% | $84,966-94.4% | $145,922-96.8% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 12.21% | 83.76%-71.6pp | 66.38%-54.2pp | 561.29%-549.1pp |
| Employer contribution / active EE | $551 | $3,231-82.9% | $2,727-79.8% | $4,660-88.2% |
| Participant deferral / active EE | $471 | $5,291-91.1% | $4,519-89.6% | $6,688-93.0% |
| Admin fee / account holder | $348 | $7,248-95.2% | $6,149-94.3% | $13,397-97.4% |