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 | $29,649 | $198,466-85.1% | $170,442-82.6% | $147,584-79.9% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 12.31% | 257.29%-245.0pp | 205.93%-193.6pp | 578.55%-566.2pp |
| Employer contribution / active EE | $1,146 | $6,184-81.5% | $5,433-78.9% | $4,876-76.5% |
| Participant deferral / active EE | $4,313 | $5,629-23.4% | $4,939-12.7% | $5,439-20.7% |
| Admin fee / account holder | $1,439 | $16,852-91.5% | $13,880-89.6% | $10,885-86.8% |