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 | $18,872 | $171,865-89.0% | $149,718-87.4% | $147,584-87.2% |
| Participation rate | 58.8% | 88.2%-29.4pp | 87.1%-28.2pp | 82.8%-24.0pp |
| Annual return | 21.30% | 2113.22%-2091.9pp | 1501.63%-1480.3pp | 578.55%-557.2pp |
| Employer contribution / active EE | $28 | $6,275-99.6% | $5,445-99.5% | $4,876-99.4% |
| Participant deferral / active EE | $4,812 | $7,271-33.8% | $6,569-26.7% | $5,439-11.5% |
| Admin fee / account holder | $1,196 | $13,799-91.3% | $11,283-89.4% | $10,885-89.0% |