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 | $9,805 | $62,127-84.2% | $81,382-88.0% | $74,495-86.8% |
| Participation rate | 30.5% | 64.0%-33.5pp | 69.5%-39.0pp | 67.2%-36.7pp |
| Annual return | 21.15% | 16.48%+4.7pp | 24.73%-3.6pp | 1364.94%-1343.8pp |
| Employer contribution / active EE | $13 | $1,882-99.3% | $2,463-99.5% | $2,623-99.5% |
| Participant deferral / active EE | $1,626 | $3,229-49.7% | $3,883-58.1% | $4,346-62.6% |
| Admin fee / account holder | $1,466 | $1,934-24.2% | $5,768-74.6% | $1,942-24.5% |