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 8-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 | $19,652 | $209,411-90.6% | $178,490-89.0% | $158,922-87.6% |
| Participation rate | 60.0% | 86.3%-26.3pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 20.34% | 188.75%-168.4pp | 151.07%-130.7pp | 302.83%-282.5pp |
| Employer contribution / active EE | $961 | $5,706-83.2% | $5,011-80.8% | $4,761-79.8% |
| Participant deferral / active EE | $2,954 | $5,954-50.4% | $5,202-43.2% | $5,982-50.6% |
| Admin fee / account holder | $2,018 | $17,074-88.2% | $13,984-85.6% | $11,246-82.1% |