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 | $12,600 | $102,317-87.7% | $146,958-91.4% | $80,856-84.4% |
| Participation rate | 35.4% | 75.8%-40.4pp | 82.2%-46.7pp | 67.6%-32.2pp |
| Annual return | 17.23% | 134.76%-117.5pp | 418.34%-401.1pp | 35.59%-18.4pp |
| Employer contribution / active EE | $139 | $3,713-96.3% | $4,933-97.2% | $2,755-95.0% |
| Participant deferral / active EE | $2,808 | $6,644-57.7% | $8,070-65.2% | $4,296-34.6% |
| Admin fee / account holder | $3,424 | $7,941-56.9% | $12,998-73.7% | $6,918-50.5% |