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 | $5,367 | $108,825-95.1% | $156,181-96.6% | $82,448-93.5% |
| Participation rate | 62.8% | 72.4%-9.6pp | 78.8%-16.0pp | 68.1%-5.3pp |
| Annual return | 19.14% | 20.59%-1.5pp | 64.87%-45.7pp | 41.64%-22.5pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,348 | $4,577-70.5% | $6,132-78.0% | $4,139-67.4% |
| Admin fee / account holder | $546 | $9,341-94.2% | $14,586-96.3% | $7,234-92.5% |