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 3-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 | $3,980 | $83,902-95.3% | $167,512-97.6% | $84,808-95.3% |
| Participation rate | 60.9% | 66.5%-5.6pp | 77.1%-16.2pp | 68.3%-7.4pp |
| Annual return | 290.01% | 91.55%+198.5pp | 1615.79%-1325.8pp | 40.90%+249.1pp |
| Employer contribution / active EE | $915 | $2,264-59.6% | $3,882-76.4% | $2,631-65.2% |
| Participant deferral / active EE | $1,183 | $4,442-73.4% | $6,405-81.5% | $4,212-71.9% |
| Admin fee / account holder | $355 | $7,915-95.5% | $9,769-96.4% | $7,344-95.2% |