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 | $22,913 | $98,750-76.8% | $149,696-84.7% | $79,858-71.3% |
| Participation rate | 17.9% | 75.8%-57.9pp | 82.5%-64.6pp | 69.6%-51.8pp |
| Annual return | 24.08% | 27.43%-3.4pp | 276.60%-252.5pp | 31.71%-7.6pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,225 | $5,680-43.2% | $6,842-52.9% | $3,740-13.8% |
| Admin fee / account holder | $6,826 | $6,053+12.8% | $9,309-26.7% | $5,306+28.6% |