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 | $23,037 | $209,411-89.0% | $178,490-87.1% | $158,922-85.5% |
| Participation rate | 42.9% | 86.3%-43.5pp | 81.9%-39.1pp | 82.0%-39.1pp |
| Annual return | 28.62% | 188.75%-160.1pp | 151.07%-122.5pp | 302.83%-274.2pp |
| Employer contribution / active EE | $682 | $5,706-88.0% | $5,011-86.4% | $4,761-85.7% |
| Participant deferral / active EE | $3,145 | $5,954-47.2% | $5,202-39.5% | $5,982-47.4% |
| Admin fee / account holder | $2,020 | $17,074-88.2% | $13,984-85.6% | $11,246-82.0% |