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 | $7,112 | $50,982-86.0% | $154,803-95.4% | $85,563-91.7% |
| Participation rate | 17.2% | 59.8%-42.6pp | 78.1%-60.9pp | 66.0%-48.8pp |
| Annual return | 20.35% | 30.35%-10.0pp | 58.88%-38.5pp | 31.51%-11.2pp |
| Employer contribution / active EE | $294 | $1,708-82.8% | $4,305-93.2% | $2,654-88.9% |
| Participant deferral / active EE | $444 | $2,474-82.0% | $5,540-92.0% | $4,375-89.8% |
| Admin fee / account holder | $1,739 | $846+105.6% | $14,329-87.9% | $834+108.5% |