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 | $65,904-86.6% | $160,784-94.5% | $79,634-88.9% |
| Participation rate | 2.5% | 56.2%-53.8pp | 77.0%-74.5pp | 62.5%-60.0pp |
| Annual return | 22.05% | 20.16%+1.9pp | 1803.92%-1781.9pp | 36.46%-14.4pp |
| Employer contribution / active EE | $0 | $1,805-100.0% | $3,733-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $89 | $3,692-97.6% | $6,293-98.6% | $3,835-97.7% |
| Admin fee / account holder | $742 | $965-23.2% | $9,717-92.4% | $1,002-26.0% |