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 | $80,812-95.1% | $160,784-97.5% | $82,448-95.2% |
| Participation rate | 60.9% | 66.2%-5.4pp | 77.0%-16.1pp | 68.1%-7.2pp |
| Annual return | 290.01% | 100.59%+189.4pp | 1803.92%-1513.9pp | 41.64%+248.4pp |
| Employer contribution / active EE | $915 | $2,174-57.9% | $3,733-75.5% | $2,551-64.1% |
| Participant deferral / active EE | $1,183 | $4,335-72.7% | $6,293-81.2% | $4,139-71.4% |
| Admin fee / account holder | $355 | $7,695-95.4% | $9,717-96.3% | $7,234-95.1% |