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 4-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 | $6,563 | $46,553-85.9% | $64,056-89.8% | $75,163-91.3% |
| Participation rate | 37.8% | 65.9%-28.2pp | 72.3%-34.5pp | 67.2%-29.4pp |
| Annual return | 25.81% | 26.03%-0.2pp | 33.69%-7.9pp | 160.62%-134.8pp |
| Employer contribution / active EE | $193 | $1,974-90.2% | $2,747-93.0% | $2,670-92.8% |
| Participant deferral / active EE | $1,611 | $2,837-43.2% | $3,880-58.5% | $4,125-61.0% |
| Admin fee / account holder | $1,959 | $2,952-33.6% | $3,068-36.2% | $5,651-65.3% |