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 | $14,135 | $80,731-82.5% | $103,374-86.3% | $74,546-81.0% |
| Participation rate | 42.9% | 65.7%-22.7pp | 74.5%-31.6pp | 67.2%-24.3pp |
| Annual return | 14.47% | 27.56%-13.1pp | 24.89%-10.4pp | 1366.03%-1351.6pp |
| Employer contribution / active EE | $0 | $3,158-100.0% | $3,869-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $3,017 | $3,860-21.8% | $5,058-40.3% | $4,347-30.6% |
| Admin fee / account holder | $367 | $2,369-84.5% | $8,394-95.6% | $1,944-81.1% |