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 | $8,786 | $84,487-89.6% | $125,339-93.0% | $66,914-86.9% |
| Participation rate | 64.2% | 76.4%-12.2pp | 82.4%-18.2pp | 69.8%-5.6pp |
| Annual return | 167.60% | -8.39%+176.0pp | 572.05%-404.4pp | 1.58%+166.0pp |
| Employer contribution / active EE | $475 | $3,553-86.6% | $4,814-90.1% | $2,544-81.3% |
| Participant deferral / active EE | $3,402 | $6,781-49.8% | $7,446-54.3% | $4,237-19.7% |
| Admin fee / account holder | $563 | $685-17.8% | $10,010-94.4% | $593-5.1% |