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 | $26,609 | $209,832-87.3% | $189,513-86.0% | $167,490-84.1% |
| Participation rate | 61.5% | 88.7%-27.1pp | 87.8%-26.3pp | 82.1%-20.6pp |
| Annual return | 22.74% | 748.27%-725.5pp | 555.15%-532.4pp | 478.56%-455.8pp |
| Employer contribution / active EE | $1,397 | $6,914-79.8% | $6,162-77.3% | $4,837-71.1% |
| Participant deferral / active EE | $6,959 | $8,935-22.1% | $8,221-15.4% | $6,341+9.7% |
| Admin fee / account holder | $433 | $14,293-97.0% | $12,045-96.4% | $12,309-96.5% |