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 | $17,992 | $171,865-89.5% | $149,718-88.0% | $147,584-87.8% |
| Participation rate | 54.2% | 88.2%-34.0pp | 87.1%-32.9pp | 82.8%-28.7pp |
| Annual return | 18.71% | 2113.22%-2094.5pp | 1501.63%-1482.9pp | 578.55%-559.8pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,445-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,257 | $7,271-13.9% | $6,569-4.8% | $5,439+15.0% |
| Admin fee / account holder | $1,552 | $13,799-88.8% | $11,283-86.2% | $10,885-85.7% |