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 10-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 | $7,292 | $150,440-95.2% | $136,294-94.6% | $147,584-95.1% |
| Participation rate | 42.1% | 84.4%-42.3pp | 81.9%-39.8pp | 82.8%-40.7pp |
| Annual return | 37.16% | 1049.08%-1011.9pp | 5155.94%-5118.8pp | 578.55%-541.4pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,059 | $6,630-69.0% | $6,247-67.0% | $5,439-62.1% |
| Admin fee / account holder | $793 | $10,905-92.7% | $9,243-91.4% | $10,885-92.7% |