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 3-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 | $3,574 | $53,516-93.3% | $126,539-97.2% | $84,808-95.8% |
| Participation rate | 69.7% | 58.2%+11.5pp | 69.8%-0.1pp | 68.3%+1.4pp |
| Annual return | 14.75% | 58.34%-43.6pp | 425.95%-411.2pp | 40.90%-26.1pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,122 | $2,671-58.0% | $4,083-72.5% | $4,212-73.4% |
| Admin fee / account holder | $540 | $4,497-88.0% | $6,065-91.1% | $7,344-92.6% |