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 3-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.
Employer 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 | $10,397 | $83,902-87.6% | $167,512-93.8% | $84,808-87.7% |
| Participation rate | 53.6% | 66.5%-12.9pp | 77.1%-23.5pp | 68.3%-14.7pp |
| Annual return | 3013.27% | 91.55%+2921.7pp | 1615.79%+1397.5pp | 40.90%+2972.4pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,227 | $4,442-49.9% | $6,405-65.2% | $4,212-47.1% |
| Admin fee / account holder | $320 | $7,915-96.0% | $9,769-96.7% | $7,344-95.6% |