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 6-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 | $1,798 | $35,986-95.0% | $77,482-97.7% | $73,488-97.6% |
| Participation rate | 9.8% | 40.8%-31.0pp | 54.2%-44.4pp | 70.7%-60.9pp |
| Annual return | 154.55% | 19.26%+135.3pp | 54.79%+99.8pp | 28.51%+126.0pp |
| Employer contribution / active EE | $0 | $557-100.0% | $986-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $205 | $1,198-82.9% | $1,861-89.0% | $3,740-94.5% |
| Admin fee / account holder | $688 | $466+47.7% | $2,858-75.9% | $513+34.1% |