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 7-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 | $11,448 | $60,124-81.0% | $90,404-87.3% | $79,858-85.7% |
| Participation rate | 31.8% | 65.0%-33.2pp | 72.7%-40.9pp | 69.6%-37.8pp |
| Annual return | 3985.91% | 71.94%+3914.0pp | 1293.02%+2692.9pp | 31.71%+3954.2pp |
| Employer contribution / active EE | $262 | $2,068-87.3% | $3,262-92.0% | $2,471-89.4% |
| Participant deferral / active EE | $623 | $2,938-78.8% | $3,963-84.3% | $3,740-83.3% |
| Admin fee / account holder | $417 | $3,976-89.5% | $5,611-92.6% | $5,306-92.2% |