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 | $4,770 | $71,964-93.4% | $167,512-97.2% | $85,563-94.4% |
| Participation rate | 13.2% | 61.0%-47.7pp | 77.1%-63.8pp | 66.0%-52.7pp |
| Annual return | 16.66% | 18.83%-2.2pp | 1615.79%-1599.1pp | 31.51%-14.9pp |
| Employer contribution / active EE | $0 | $1,875-100.0% | $3,882-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $284 | $4,110-93.1% | $6,405-95.6% | $4,375-93.5% |
| Admin fee / account holder | $1,463 | $815+79.5% | $9,769-85.0% | $834+75.4% |