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 3-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 | $14,529 | $126,574-88.5% | $106,213-86.3% | $145,922-90.0% |
| Participation rate | 33.3% | 77.6%-44.3pp | 75.3%-41.9pp | 80.3%-46.9pp |
| Annual return | 43.42% | 224.79%-181.4pp | 116.14%-72.7pp | 561.29%-517.9pp |
| Employer contribution / active EE | $443 | $3,730-88.1% | $3,171-86.0% | $4,660-90.5% |
| Participant deferral / active EE | $1,989 | $5,724-65.2% | $5,016-60.3% | $6,688-70.3% |
| Admin fee / account holder | $966 | $17,304-94.4% | $11,033-91.2% | $13,397-92.8% |