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 8-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 | $14,644 | $210,698-93.0% | $178,014-91.8% | $145,959-90.0% |
| Participation rate | 33.3% | 80.8%-47.4pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | 10.23% | 386.27%-376.0pp | 294.80%-284.6pp | 561.95%-551.7pp |
| Employer contribution / active EE | $356 | $4,567-92.2% | $3,950-91.0% | $4,661-92.4% |
| Participant deferral / active EE | $1,860 | $6,958-73.3% | $6,276-70.4% | $6,689-72.2% |
| Admin fee / account holder | $3,005 | $12,016-75.0% | $10,362-71.0% | $13,398-77.6% |