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 | $5,615 | $148,534-96.2% | $135,903-95.9% | $139,434-96.0% |
| Participation rate | 54.5% | 83.9%-29.3pp | 81.9%-27.4pp | 80.3%-25.8pp |
| Annual return | 58.65% | 79.19%-20.5pp | 68.23%-9.6pp | 372.94%-314.3pp |
| Employer contribution / active EE | $258 | $5,243-95.1% | $4,856-94.7% | $4,751-94.6% |
| Participant deferral / active EE | $2,895 | $8,100-64.3% | $7,758-62.7% | $6,710-56.9% |
| Admin fee / account holder | $719 | $12,400-94.2% | $10,762-93.3% | $11,403-93.7% |