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 | $11,262 | $105,998-89.4% | $92,233-87.8% | $147,584-92.4% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 27.39% | 50.05%-22.7pp | 176.28%-148.9pp | 578.55%-551.2pp |
| Employer contribution / active EE | $494 | $4,333-88.6% | $3,679-86.6% | $4,876-89.9% |
| Participant deferral / active EE | $3,921 | $4,478-12.4% | $3,897+0.6% | $5,439-27.9% |
| Admin fee / account holder | $905 | $6,332-85.7% | $5,194-82.6% | $10,885-91.7% |