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 9-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 | $7,318 | $85,202-91.4% | $172,739-95.8% | $72,985-90.0% |
| Participation rate | 29.9% | 70.1%-40.2pp | 82.6%-52.8pp | 69.5%-39.6pp |
| Annual return | 23.39% | 27.32%-3.9pp | 802.84%-779.4pp | 81.00%-57.6pp |
| Employer contribution / active EE | $338 | $3,324-89.8% | $5,143-93.4% | $2,440-86.2% |
| Participant deferral / active EE | $1,088 | $3,260-66.6% | $5,198-79.1% | $3,607-69.8% |
| Admin fee / account holder | $544 | $5,884-90.7% | $13,954-96.1% | $5,124-89.4% |