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 6-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 | $10,954 | $165,984-93.4% | $164,813-93.4% | $145,922-92.5% |
| Participation rate | 38.5% | 82.0%-43.5pp | 78.6%-40.1pp | 80.3%-41.8pp |
| Annual return | 12.15% | 100.03%-87.9pp | 69.93%-57.8pp | 561.29%-549.1pp |
| Employer contribution / active EE | $334 | $5,273-93.7% | $4,341-92.3% | $4,660-92.8% |
| Participant deferral / active EE | $2,797 | $6,959-59.8% | $6,031-53.6% | $6,688-58.2% |
| Admin fee / account holder | $987 | $16,648-94.1% | $12,690-92.2% | $13,397-92.6% |