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 7-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 | $13,109 | $148,534-91.2% | $135,903-90.4% | $139,434-90.6% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 33.33% | 79.19%-45.9pp | 68.23%-34.9pp | 372.94%-339.6pp |
| Employer contribution / active EE | $879 | $5,243-83.2% | $4,856-81.9% | $4,751-81.5% |
| Participant deferral / active EE | $4,712 | $8,100-41.8% | $7,758-39.3% | $6,710-29.8% |
| Admin fee / account holder | $1,705 | $12,400-86.2% | $10,762-84.2% | $11,403-85.0% |