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 | $8,586 | $77,503-88.9% | $100,391-91.4% | $80,856-89.4% |
| Participation rate | 19.0% | 76.9%-58.0pp | 81.5%-62.5pp | 67.6%-48.7pp |
| Annual return | 209.35% | 37.20%+172.2pp | 49.20%+160.2pp | 35.59%+173.8pp |
| Employer contribution / active EE | $554 | $2,801-80.2% | $3,942-85.9% | $2,755-79.9% |
| Participant deferral / active EE | $910 | $6,820-86.7% | $8,082-88.7% | $4,296-78.8% |
| Admin fee / account holder | $786 | $5,897-86.7% | $7,899-90.0% | $6,918-88.6% |