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 | $6,428 | $41,078-84.4% | $80,569-92.0% | $71,457-91.0% |
| Participation rate | 21.9% | 50.2%-28.3pp | 67.0%-45.1pp | 67.9%-46.0pp |
| Annual return | 45.31% | 38.45%+6.9pp | 935.43%-890.1pp | 28.85%+16.5pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $2,723-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,631 | $2,699-39.6% | $4,447-63.3% | $4,289-62.0% |
| Admin fee / account holder | $937 | $1,840-49.1% | $5,377-82.6% | $1,587-41.0% |