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 | $8,673 | $209,832-95.9% | $189,513-95.4% | $167,490-94.8% |
| Participation rate | 62.5% | 88.7%-26.2pp | 87.8%-25.3pp | 82.1%-19.6pp |
| Annual return | 68.88% | 748.27%-679.4pp | 555.15%-486.3pp | 478.56%-409.7pp |
| Employer contribution / active EE | $3,128 | $6,914-54.8% | $6,162-49.2% | $4,837-35.3% |
| Participant deferral / active EE | $3,159 | $8,935-64.6% | $8,221-61.6% | $6,341-50.2% |
| Admin fee / account holder | $574 | $14,293-96.0% | $12,045-95.2% | $12,309-95.3% |