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 | $10,835 | $55,472-80.5% | $155,567-93.0% | $74,546-85.5% |
| Participation rate | 3.5% | 61.9%-58.4pp | 78.2%-74.7pp | 67.2%-63.7pp |
| Annual return | 13.67% | 268.72%-255.0pp | 64.74%-51.1pp | 1366.03%-1352.4pp |
| Employer contribution / active EE | $0 | $2,269-100.0% | $4,674-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $161 | $2,838-94.3% | $5,628-97.1% | $4,347-96.3% |
| Admin fee / account holder | $2,850 | $1,743+63.6% | $15,916-82.1% | $1,944+46.6% |