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 | $25,099 | $217,402-88.5% | $185,823-86.5% | $167,490-85.0% |
| Participation rate | 46.2% | 86.0%-39.9pp | 81.7%-35.5pp | 82.1%-36.0pp |
| Annual return | 14.38% | 148.36%-134.0pp | 122.05%-107.7pp | 478.56%-464.2pp |
| Employer contribution / active EE | $1,069 | $5,873-81.8% | $5,167-79.3% | $4,837-77.9% |
| Participant deferral / active EE | $3,127 | $6,356-50.8% | $5,568-43.8% | $6,341-50.7% |
| Admin fee / account holder | $9,187 | $19,811-53.6% | $16,237-43.4% | $12,309-25.4% |