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 6-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 | $8,983 | $106,515-91.6% | $96,683-90.7% | $139,434-93.6% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.3%-41.0pp | 80.3%-47.0pp |
| Annual return | 165.65% | 38.43%+127.2pp | 35.69%+130.0pp | 372.94%-207.3pp |
| Employer contribution / active EE | $438 | $4,103-89.3% | $3,737-88.3% | $4,751-90.8% |
| Participant deferral / active EE | $2,750 | $5,454-49.6% | $4,878-43.6% | $6,710-59.0% |
| Admin fee / account holder | $1,848 | $7,877-76.5% | $6,730-72.5% | $11,403-83.8% |