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 5-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 | $8,019 | $175,202-95.4% | $149,673-94.6% | $139,434-94.2% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 26.88% | 166.71%-139.8pp | 134.42%-107.5pp | 372.94%-346.1pp |
| Employer contribution / active EE | $988 | $5,474-81.9% | $4,818-79.5% | $4,751-79.2% |
| Participant deferral / active EE | $2,071 | $6,519-68.2% | $5,680-63.5% | $6,710-69.1% |
| Admin fee / account holder | $400 | $16,150-97.5% | $13,210-97.0% | $11,403-96.5% |