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 9-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 | $8,843 | $71,964-87.7% | $167,512-94.7% | $85,563-89.7% |
| Participation rate | 2.5% | 61.0%-58.5pp | 77.1%-74.6pp | 66.0%-63.5pp |
| Annual return | 22.05% | 18.83%+3.2pp | 1615.79%-1593.7pp | 31.51%-9.5pp |
| Employer contribution / active EE | $0 | $1,875-100.0% | $3,882-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $89 | $4,110-97.8% | $6,405-98.6% | $4,375-98.0% |
| Admin fee / account holder | $742 | $815-9.0% | $9,769-92.4% | $834-11.1% |