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 10-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.
Employer 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 | $29,222 | $79,184-63.1% | $102,438-71.5% | $74,546-60.8% |
| Participation rate | 42.6% | 74.8%-32.2pp | 76.5%-33.9pp | 67.2%-24.6pp |
| Annual return | 453.04% | 54.95%+398.1pp | 29.37%+423.7pp | 1366.03%-913.0pp |
| Employer contribution / active EE | $168 | $2,362-92.9% | $3,024-94.4% | $2,624-93.6% |
| Participant deferral / active EE | $2,772 | $4,414-37.2% | $5,054-45.1% | $4,347-36.2% |
| Admin fee / account holder | $14,786 | $2,001+638.8% | $9,448+56.5% | $1,944+660.8% |