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 6-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 | $13,683 | $46,464-70.6% | $150,298-90.9% | $79,634-82.8% |
| Participation rate | 15.2% | 57.0%-41.7pp | 77.8%-62.5pp | 62.5%-47.3pp |
| Annual return | 27.60% | 27.89%-0.3pp | 62.79%-35.2pp | 36.46%-8.9pp |
| Employer contribution / active EE | $212 | $1,512-86.0% | $4,154-94.9% | $2,529-91.6% |
| Participant deferral / active EE | $787 | $2,157-63.5% | $5,453-85.6% | $3,835-79.5% |
| Admin fee / account holder | $1,613 | $891+81.1% | $14,116-88.6% | $1,002+61.0% |