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 | $5,677 | $198,466-97.1% | $170,442-96.7% | $147,584-96.2% |
| Participation rate | 58.8% | 88.0%-29.1pp | 83.6%-24.8pp | 82.8%-24.0pp |
| Annual return | 12.48% | 257.29%-244.8pp | 205.93%-193.5pp | 578.55%-566.1pp |
| Employer contribution / active EE | $130 | $6,184-97.9% | $5,433-97.6% | $4,876-97.3% |
| Participant deferral / active EE | $2,051 | $5,629-63.6% | $4,939-58.5% | $5,439-62.3% |
| Admin fee / account holder | $1,616 | $16,852-90.4% | $13,880-88.4% | $10,885-85.2% |