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 | $4,139 | $99,877-95.9% | $84,966-95.1% | $145,922-97.2% |
| Participation rate | 64.3% | 74.1%-9.8pp | 67.5%-3.2pp | 80.3%-16.0pp |
| Annual return | 12.00% | 83.76%-71.8pp | 66.38%-54.4pp | 561.29%-549.3pp |
| Employer contribution / active EE | $31 | $3,231-99.0% | $2,727-98.9% | $4,660-99.3% |
| Participant deferral / active EE | $1,079 | $5,291-79.6% | $4,519-76.1% | $6,688-83.9% |
| Admin fee / account holder | $380 | $7,248-94.8% | $6,149-93.8% | $13,397-97.2% |