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 6-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 | $21,611 | $209,411-89.7% | $178,490-87.9% | $158,922-86.4% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 21.70% | 188.75%-167.0pp | 151.07%-129.4pp | 302.83%-281.1pp |
| Employer contribution / active EE | $824 | $5,706-85.6% | $5,011-83.5% | $4,761-82.7% |
| Participant deferral / active EE | $2,067 | $5,954-65.3% | $5,202-60.3% | $5,982-65.4% |
| Admin fee / account holder | $1,677 | $17,074-90.2% | $13,984-88.0% | $11,246-85.1% |