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 | $6,634 | $99,985-93.4% | $146,665-95.5% | $85,850-92.3% |
| Participation rate | 35.4% | 73.1%-37.6pp | 80.1%-44.6pp | 69.3%-33.9pp |
| Annual return | 33.42% | 18.93%+14.5pp | 22.74%+10.7pp | 318.53%-285.1pp |
| Employer contribution / active EE | $136 | $2,559-94.7% | $4,136-96.7% | $2,565-94.7% |
| Participant deferral / active EE | $1,826 | $4,006-54.4% | $5,506-66.8% | $3,952-53.8% |
| Admin fee / account holder | $704 | $7,702-90.9% | $10,280-93.2% | $6,260-88.8% |