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 4-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 | $13,401 | $79,944-83.2% | $98,439-86.4% | $75,163-82.2% |
| Participation rate | 53.5% | 70.4%-16.9pp | 75.2%-21.7pp | 67.2%-13.7pp |
| Annual return | 83.65% | 19.75%+63.9pp | 21.16%+62.5pp | 160.62%-77.0pp |
| Employer contribution / active EE | $545 | $2,264-75.9% | $3,048-82.1% | $2,670-79.6% |
| Participant deferral / active EE | $1,696 | $3,752-54.8% | $4,738-64.2% | $4,125-58.9% |
| Admin fee / account holder | $342 | $6,840-95.0% | $8,948-96.2% | $5,651-93.9% |