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 3-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 | $16,407 | $91,538-82.1% | $129,995-87.4% | $75,163-78.2% |
| Participation rate | 41.5% | 71.4%-30.0pp | 78.5%-37.0pp | 67.2%-25.7pp |
| Annual return | 0.00% | -631.11%+631.1pp | -137.18%+137.2pp | 160.62%-160.6pp |
| Employer contribution / active EE | $704 | $2,845-75.3% | $4,320-83.7% | $2,670-73.6% |
| Participant deferral / active EE | $2,430 | $4,341-44.0% | $5,820-58.2% | $4,125-41.1% |
| Admin fee / account holder | $1,688 | $6,790-75.1% | $10,614-84.1% | $5,651-70.1% |