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 6-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 | $15,019 | $91,760-83.6% | $156,181-90.4% | $67,986-77.9% |
| Participation rate | 4.6% | 65.0%-60.4pp | 78.8%-74.2pp | 57.2%-52.6pp |
| Annual return | 16.01% | 18.14%-2.1pp | 64.87%-48.9pp | 31.67%-15.7pp |
| Employer contribution / active EE | $0 | $2,419-100.0% | $4,294-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $164 | $3,960-95.9% | $6,132-97.3% | $3,358-95.1% |
| Admin fee / account holder | $1,249 | $3,949-68.4% | $14,586-91.4% | $3,203-61.0% |