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 | $14,907 | $165,335-91.0% | $149,696-90.0% | $158,922-90.6% |
| Participation rate | 57.9% | 84.6%-26.7pp | 82.5%-24.6pp | 82.0%-24.1pp |
| Annual return | 23.42% | 348.15%-324.7pp | 276.60%-253.2pp | 302.83%-279.4pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,644-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $4,290 | $7,181-40.3% | $6,842-37.3% | $5,982-28.3% |
| Admin fee / account holder | $410 | $10,807-96.2% | $9,309-95.6% | $11,246-96.4% |