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 | $25,104 | $168,632-85.1% | $147,614-83.0% | $125,391-80.0% |
| Participation rate | 64.3% | 88.8%-24.5pp | 84.6%-20.3pp | 83.2%-18.9pp |
| Annual return | -0.29% | 77.65%-77.9pp | 61.98%-62.3pp | 282.22%-282.5pp |
| Employer contribution / active EE | $1,223 | $6,252-80.4% | $5,564-78.0% | $4,866-74.9% |
| Participant deferral / active EE | $3,497 | $5,507-36.5% | $4,895-28.6% | $5,352-34.7% |
| Admin fee / account holder | $16,698 | $13,580+23.0% | $11,611+43.8% | $9,540+75.0% |