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 | $3,545 | $150,440-97.6% | $136,294-97.4% | $147,584-97.6% |
| Participation rate | 63.6% | 84.4%-20.8pp | 81.9%-18.3pp | 82.8%-19.2pp |
| Annual return | 11.88% | 1049.08%-1037.2pp | 5155.94%-5144.1pp | 578.55%-566.7pp |
| Employer contribution / active EE | $1,036 | $5,256-80.3% | $4,695-77.9% | $4,876-78.8% |
| Participant deferral / active EE | $1,095 | $6,630-83.5% | $6,247-82.5% | $5,439-79.9% |
| Admin fee / account holder | $603 | $10,905-94.5% | $9,243-93.5% | $10,885-94.5% |