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 | $4,132 | $85,766-95.2% | $136,294-97.0% | $70,131-94.1% |
| Participation rate | 9.4% | 74.2%-64.8pp | 81.9%-72.5pp | 69.5%-60.2pp |
| Annual return | 39.69% | 31.45%+8.2pp | 5155.94%-5116.2pp | 73.14%-33.4pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $239 | $5,051-95.3% | $6,247-96.2% | $3,332-92.8% |
| Admin fee / account holder | $717 | $5,420-86.8% | $9,243-92.2% | $4,645-84.6% |