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 | $62,860 | $362,131-82.6% | $285,549-78.0% | $357,791-82.4% |
| Participation rate | 53.3% | 89.8%-36.5pp | 83.2%-29.8pp | 85.6%-32.3pp |
| Annual return | 20.70% | 5.08%+15.6pp | 7.15%+13.6pp | 396.79%-376.1pp |
| Employer contribution / active EE | $0 | $5,952-100.0% | $5,022-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $3,631 | $5,478-33.7% | $4,549-20.2% | $5,521-34.2% |
| Admin fee / account holder | $2,268 | $16,774-86.5% | $13,934-83.7% | $28,387-92.0% |