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 7-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 | $20,712 | $80,753-74.4% | $136,294-84.8% | $62,292-66.8% |
| Participation rate | 40.2% | 73.5%-33.4pp | 81.9%-41.7pp | 69.5%-29.3pp |
| Annual return | 24.69% | 35.83%-11.1pp | 5155.94%-5131.3pp | 28.90%-4.2pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,526 | $5,164-31.7% | $6,247-43.6% | $3,169+11.3% |
| Admin fee / account holder | $2,174 | $525+313.8% | $9,243-76.5% | $479+353.6% |