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 9-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 | $24,302 | $102,317-76.2% | $146,958-83.5% | $80,856-69.9% |
| Participation rate | 35.3% | 75.8%-40.5pp | 82.2%-46.9pp | 67.6%-32.3pp |
| Annual return | 12.04% | 134.76%-122.7pp | 418.34%-406.3pp | 35.59%-23.6pp |
| Employer contribution / active EE | $654 | $3,713-82.4% | $4,933-86.7% | $2,755-76.3% |
| Participant deferral / active EE | $2,970 | $6,644-55.3% | $8,070-63.2% | $4,296-30.9% |
| Admin fee / account holder | $1,537 | $7,941-80.6% | $12,998-88.2% | $6,918-77.8% |