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 9-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 | $19,305 | $149,734-87.1% | $118,925-83.8% | $158,922-87.9% |
| Participation rate | 53.8% | 82.1%-28.2pp | 75.4%-21.5pp | 82.0%-28.1pp |
| Annual return | 16.59% | 19.95%-3.4pp | 35.88%-19.3pp | 302.83%-286.2pp |
| Employer contribution / active EE | $505 | $4,115-87.7% | $3,263-84.5% | $4,761-89.4% |
| Participant deferral / active EE | $3,219 | $5,223-38.4% | $4,265-24.5% | $5,982-46.2% |
| Admin fee / account holder | $321 | $8,603-96.3% | $6,581-95.1% | $11,246-97.1% |