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 | $11,655 | $71,516-83.7% | $98,439-88.2% | $71,457-83.7% |
| Participation rate | 45.8% | 72.7%-26.9pp | 75.2%-29.4pp | 67.9%-22.1pp |
| Annual return | 41.30% | 32.41%+8.9pp | 21.16%+20.1pp | 28.85%+12.5pp |
| Employer contribution / active EE | $0 | $2,399-100.0% | $3,048-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,990 | $4,109-51.6% | $4,738-58.0% | $4,289-53.6% |
| Admin fee / account holder | $1,299 | $1,675-22.4% | $8,948-85.5% | $1,587-18.2% |