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 | $8,655 | $175,202-95.1% | $149,673-94.2% | $139,434-93.8% |
| Participation rate | 25.0% | 83.4%-58.4pp | 78.8%-53.8pp | 80.3%-55.3pp |
| Annual return | 32.33% | 166.71%-134.4pp | 134.42%-102.1pp | 372.94%-340.6pp |
| Employer contribution / active EE | $1,058 | $5,474-80.7% | $4,818-78.0% | $4,751-77.7% |
| Participant deferral / active EE | $2,331 | $6,519-64.2% | $5,680-59.0% | $6,710-65.3% |
| Admin fee / account holder | $2,921 | $16,150-81.9% | $13,210-77.9% | $11,403-74.4% |