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 | $2,740 | $101,724-97.3% | $164,813-98.3% | $80,856-96.6% |
| Participation rate | 68.4% | 71.8%-3.4pp | 78.6%-10.2pp | 67.6%+0.8pp |
| Annual return | 113.65% | 16.72%+96.9pp | 69.93%+43.7pp | 35.59%+78.1pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $896 | $4,477-80.0% | $6,031-85.1% | $4,296-79.1% |
| Admin fee / account holder | $559 | $8,227-93.2% | $12,690-95.6% | $6,918-91.9% |