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 | $5,735 | $65,409-91.2% | $98,442-94.2% | $85,850-93.3% |
| Participation rate | 42.6% | 65.0%-22.3pp | 73.3%-30.7pp | 69.3%-26.7pp |
| Annual return | 16.28% | 21.76%-5.5pp | 1492.73%-1476.4pp | 318.53%-302.3pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $969 | $3,166-69.4% | $4,276-77.3% | $3,952-75.5% |
| Admin fee / account holder | $357 | $4,593-92.2% | $5,949-94.0% | $6,260-94.3% |