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 | $5,456 | $144,119-96.2% | $117,854-95.4% | $147,584-96.3% |
| Participation rate | 47.6% | 83.4%-35.8pp | 79.7%-32.0pp | 82.8%-35.2pp |
| Annual return | 198.80% | 531.15%-332.3pp | 335.08%-136.3pp | 578.55%-379.7pp |
| Employer contribution / active EE | $693 | $4,896-85.8% | $3,786-81.7% | $4,876-85.8% |
| Participant deferral / active EE | $2,028 | $5,316-61.8% | $4,482-54.7% | $5,439-62.7% |
| Admin fee / account holder | $355 | $10,886-96.7% | $8,020-95.6% | $10,885-96.7% |