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 | $7,540 | $82,664-90.9% | $125,339-94.0% | $68,494-89.0% |
| Participation rate | 53.5% | 75.0%-21.6pp | 82.4%-28.9pp | 67.9%-14.4pp |
| Annual return | 164.66% | -5.97%+170.6pp | 572.05%-407.4pp | -7.84%+172.5pp |
| Employer contribution / active EE | $1,275 | $3,381-62.3% | $4,814-73.5% | $2,596-50.9% |
| Participant deferral / active EE | $1,788 | $6,110-70.7% | $7,446-76.0% | $4,027-55.6% |
| Admin fee / account holder | $497 | $6,275-92.1% | $10,010-95.0% | $5,403-90.8% |