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 | $20,189 | $135,952-85.2% | $123,892-83.7% | $273,961-92.6% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 101.19% | 56.63%+44.6pp | 47.52%+53.7pp | 41.45%+59.7pp |
| Employer contribution / active EE | $792 | $5,170-84.7% | $4,617-82.8% | $4,869-83.7% |
| Participant deferral / active EE | $3,029 | $6,343-52.2% | $5,984-49.4% | $5,287-42.7% |
| Admin fee / account holder | $1,638 | $9,817-83.3% | $8,357-80.4% | $10,132-83.8% |