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 9-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 | $18,021 | $150,440-88.0% | $136,294-86.8% | $147,584-87.8% |
| Participation rate | 55.0% | 84.4%-29.4pp | 81.9%-26.9pp | 82.8%-27.8pp |
| Annual return | 27.83% | 1049.08%-1021.2pp | 5155.94%-5128.1pp | 578.55%-550.7pp |
| Employer contribution / active EE | $823 | $5,256-84.3% | $4,695-82.5% | $4,876-83.1% |
| Participant deferral / active EE | $5,069 | $6,630-23.5% | $6,247-18.9% | $5,439-6.8% |
| Admin fee / account holder | $835 | $10,905-92.3% | $9,243-91.0% | $10,885-92.3% |