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 7-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 | $6,869 | $77,899-91.2% | $149,673-95.4% | $75,163-90.9% |
| Participation rate | 24.6% | 65.6%-41.0pp | 78.8%-54.2pp | 67.2%-42.6pp |
| Annual return | 23.30% | 31.72%-8.4pp | 134.42%-111.1pp | 160.62%-137.3pp |
| Employer contribution / active EE | $372 | $3,137-88.1% | $4,818-92.3% | $2,670-86.1% |
| Participant deferral / active EE | $932 | $3,411-72.7% | $5,680-83.6% | $4,125-77.4% |
| Admin fee / account holder | $650 | $5,956-89.1% | $13,210-95.1% | $5,651-88.5% |