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 7-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 | $13,140 | $49,693-73.6% | $70,515-81.4% | $74,419-82.3% |
| Participation rate | 17.6% | 64.7%-47.1pp | 68.3%-50.8pp | 70.7%-53.2pp |
| Annual return | 26.14% | 21.22%+4.9pp | 32.77%-6.6pp | 34.38%-8.2pp |
| Employer contribution / active EE | $175 | $1,773-90.1% | $2,973-94.1% | $2,637-93.4% |
| Participant deferral / active EE | $1,272 | $3,376-62.3% | $4,567-72.1% | $4,528-71.9% |
| Admin fee / account holder | $610 | $316+93.3% | $6,412-90.5% | $348+75.5% |