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 5-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 | $4,114 | $61,272-93.3% | $149,673-97.3% | $71,457-94.2% |
| Participation rate | 32.5% | 62.5%-30.0pp | 78.8%-46.2pp | 67.9%-35.4pp |
| Annual return | 58.60% | 35.85%+22.7pp | 134.42%-75.8pp | 28.85%+29.7pp |
| Employer contribution / active EE | $251 | $2,378-89.4% | $4,818-94.8% | $2,588-90.3% |
| Participant deferral / active EE | $881 | $2,917-69.8% | $5,680-84.5% | $4,289-79.5% |
| Admin fee / account holder | $1,468 | $1,261+16.4% | $13,210-88.9% | $1,587-7.5% |