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 | $7,748 | $189,613-95.9% | $167,512-95.4% | $142,382-94.6% |
| Participation rate | 42.9% | 80.1%-37.3pp | 77.1%-34.2pp | 80.1%-37.3pp |
| Annual return | 22.60% | 2024.68%-2002.1pp | 1615.79%-1593.2pp | 217.08%-194.5pp |
| Employer contribution / active EE | $683 | $4,349-84.3% | $3,882-82.4% | $4,299-84.1% |
| Participant deferral / active EE | $835 | $6,981-88.0% | $6,405-87.0% | $6,507-87.2% |
| Admin fee / account holder | $1,787 | $10,528-83.0% | $9,769-81.7% | $12,624-85.8% |