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 | $5,293 | $58,926-91.0% | $97,226-94.6% | $74,495-92.9% |
| Participation rate | 6.7% | 63.5%-56.8pp | 72.7%-66.0pp | 67.2%-60.5pp |
| Annual return | 57.42% | 16.04%+41.4pp | 75.13%-17.7pp | 1364.94%-1307.5pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,729-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $272 | $3,664-92.6% | $4,264-93.6% | $4,346-93.7% |
| Admin fee / account holder | $1,048 | $1,974-46.9% | $5,654-81.5% | $1,942-46.0% |