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.
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 | $7,867 | $198,466-96.0% | $170,442-95.4% | $147,584-94.7% |
| Participation rate | 35.7% | 88.0%-52.3pp | 83.6%-47.9pp | 82.8%-47.1pp |
| Annual return | 12103.60% | 257.29%+11846.3pp | 205.93%+11897.7pp | 578.55%+11525.1pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $883 | $5,629-84.3% | $4,939-82.1% | $5,439-83.8% |
| Admin fee / account holder | $10,835 | $16,852-35.7% | $13,880-21.9% | $10,885-0.5% |