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 9-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 | $2,563 | $66,124-96.1% | $90,404-97.2% | $73,488-96.5% |
| Participation rate | 8.6% | 69.7%-61.1pp | 72.7%-64.1pp | 70.7%-62.1pp |
| Annual return | 19.45% | 17.65%+1.8pp | 1293.02%-1273.6pp | 28.51%-9.1pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,262-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $120 | $3,039-96.1% | $3,963-97.0% | $3,740-96.8% |
| Admin fee / account holder | $521 | $396+31.5% | $5,611-90.7% | $513+1.6% |