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 | $9,381 | $77,899-88.0% | $149,673-93.7% | $75,163-87.5% |
| Participation rate | 40.3% | 65.6%-25.3pp | 78.8%-38.4pp | 67.2%-26.9pp |
| Annual return | 17.67% | 31.72%-14.0pp | 134.42%-116.7pp | 160.62%-142.9pp |
| Employer contribution / active EE | $274 | $3,137-91.3% | $4,818-94.3% | $2,670-89.7% |
| Participant deferral / active EE | $1,198 | $3,411-64.9% | $5,680-78.9% | $4,125-71.0% |
| Admin fee / account holder | $629 | $5,956-89.4% | $13,210-95.2% | $5,651-88.9% |