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 | $26,687 | $198,466-86.6% | $170,442-84.3% | $147,584-81.9% |
| Participation rate | 52.4% | 88.0%-35.6pp | 83.6%-31.2pp | 82.8%-30.4pp |
| Annual return | 23.28% | 257.29%-234.0pp | 205.93%-182.7pp | 578.55%-555.3pp |
| Employer contribution / active EE | $747 | $6,184-87.9% | $5,433-86.2% | $4,876-84.7% |
| Participant deferral / active EE | $2,246 | $5,629-60.1% | $4,939-54.5% | $5,439-58.7% |
| Admin fee / account holder | $537 | $16,852-96.8% | $13,880-96.1% | $10,885-95.1% |