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 | $13,974 | $55,453-74.8% | $170,442-91.8% | $62,292-77.6% |
| Participation rate | 51.3% | 66.4%-15.1pp | 83.6%-32.3pp | 69.5%-18.2pp |
| Annual return | 210.59% | 21.38%+189.2pp | 205.93%+4.7pp | 28.90%+181.7pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,433-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $723 | $2,303-68.6% | $4,939-85.4% | $3,169-77.2% |
| Admin fee / account holder | $1,196 | $455+162.9% | $13,880-91.4% | $479+149.5% |