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 | $16,943 | $150,440-88.7% | $136,294-87.6% | $147,584-88.5% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 12.20% | 1049.08%-1036.9pp | 5155.94%-5143.7pp | 578.55%-566.3pp |
| Employer contribution / active EE | $2,065 | $5,256-60.7% | $4,695-56.0% | $4,876-57.7% |
| Participant deferral / active EE | $2,065 | $6,630-68.9% | $6,247-67.0% | $5,439-62.0% |
| Admin fee / account holder | $717 | $10,905-93.4% | $9,243-92.2% | $10,885-93.4% |