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 4-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 | $6,813 | $67,984-90.0% | $65,493-89.6% | $74,304-90.8% |
| Participation rate | 7.4% | 66.3%-58.9pp | 73.1%-65.7pp | 60.3%-53.0pp |
| Annual return | 48.14% | 19.87%+28.3pp | 982.45%-934.3pp | 29.43%+18.7pp |
| Employer contribution / active EE | $0 | $2,491-100.0% | $2,574-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $147 | $3,346-95.6% | $3,961-96.3% | $3,767-96.1% |
| Admin fee / account holder | $696 | $1,373-49.3% | $5,028-86.2% | $2,969-76.6% |