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 5-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 | $6,185 | $26,114-76.3% | $58,482-89.4% | $74,419-91.7% |
| Participation rate | 6.5% | 32.1%-25.6pp | 50.9%-44.3pp | 70.7%-64.2pp |
| Annual return | 113.73% | 32.51%+81.2pp | 4239.32%-4125.6pp | 34.38%+79.3pp |
| Employer contribution / active EE | $0 | $536-100.0% | $1,053-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $161 | $1,075-85.1% | $1,924-91.7% | $4,528-96.5% |
| Admin fee / account holder | $529 | $649-18.4% | $2,516-79.0% | $348+52.2% |