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 | $22,897 | $181,894-87.4% | $156,549-85.4% | $273,961-91.6% |
| Participation rate | 61.9% | 88.4%-26.5pp | 84.0%-22.1pp | 83.0%-21.1pp |
| Annual return | 105.36% | 30.74%+74.6pp | 32.23%+73.1pp | 41.45%+63.9pp |
| Employer contribution / active EE | $676 | $6,248-89.2% | $5,501-87.7% | $4,869-86.1% |
| Participant deferral / active EE | $7,846 | $5,550+41.4% | $4,871+61.1% | $5,287+48.4% |
| Admin fee / account holder | $5,778 | $15,559-62.9% | $13,027-55.6% | $10,132-43.0% |