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 | $19,703 | $80,753-75.6% | $136,294-85.5% | $62,292-68.4% |
| Participation rate | 33.3% | 73.5%-40.2pp | 81.9%-48.6pp | 69.5%-36.2pp |
| Annual return | 30.53% | 35.83%-5.3pp | 5155.94%-5125.4pp | 28.90%+1.6pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,681 | $5,164-48.1% | $6,247-57.1% | $3,169-15.4% |
| Admin fee / account holder | $1,873 | $525+256.5% | $9,243-79.7% | $479+290.7% |