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 | $26,311 | $144,119-81.7% | $117,854-77.7% | $147,584-82.2% |
| Participation rate | 60.0% | 83.4%-23.4pp | 79.7%-19.7pp | 82.8%-22.8pp |
| Annual return | 19.51% | 531.15%-511.6pp | 335.08%-315.6pp | 578.55%-559.0pp |
| Employer contribution / active EE | $279 | $4,896-94.3% | $3,786-92.6% | $4,876-94.3% |
| Participant deferral / active EE | $2,151 | $5,316-59.5% | $4,482-52.0% | $5,439-60.5% |
| Admin fee / account holder | $453 | $10,886-95.8% | $8,020-94.4% | $10,885-95.8% |