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 3-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 | $17,768 | $80,673-78.0% | $101,326-82.5% | $84,808-79.0% |
| Participation rate | 69.4% | 77.8%-8.4pp | 81.5%-12.1pp | 68.3%+1.1pp |
| Annual return | 122.20% | 38.95%+83.2pp | 36.82%+85.4pp | 40.90%+81.3pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,222 | $6,840-9.0% | $7,994-22.2% | $4,212+47.7% |
| Admin fee / account holder | $414 | $12,784-96.8% | $11,185-96.3% | $7,344-94.4% |