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 4-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 | $20,003 | $93,571-78.6% | $135,903-85.3% | $75,163-73.4% |
| Participation rate | 31.6% | 75.2%-43.6pp | 81.9%-50.3pp | 67.2%-35.6pp |
| Annual return | 16.12% | 30.90%-14.8pp | 68.23%-52.1pp | 160.62%-144.5pp |
| Employer contribution / active EE | $555 | $3,537-84.3% | $4,856-88.6% | $2,670-79.2% |
| Participant deferral / active EE | $2,715 | $6,404-57.6% | $7,758-65.0% | $4,125-34.2% |
| Admin fee / account holder | $3,960 | $6,975-43.2% | $10,762-63.2% | $5,651-29.9% |