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 | $5,776 | $84,696-93.2% | $75,696-92.4% | $167,490-96.6% |
| Participation rate | 40.9% | 77.8%-36.9pp | 74.8%-33.9pp | 82.1%-41.2pp |
| Annual return | 39.53% | 199.36%-159.8pp | 104.53%-65.0pp | 478.56%-439.0pp |
| Employer contribution / active EE | $334 | $3,230-89.7% | $2,743-87.8% | $4,837-93.1% |
| Participant deferral / active EE | $1,109 | $4,580-75.8% | $3,821-71.0% | $6,341-82.5% |
| Admin fee / account holder | $511 | $5,355-90.4% | $3,619-85.9% | $12,309-95.8% |