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 10-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 | $4,922 | $38,365-87.2% | $84,611-94.2% | $65,185-92.4% |
| Participation rate | 49.2% | 55.7%-6.5pp | 68.2%-19.1pp | 70.2%-21.0pp |
| Annual return | 21.06% | 32.00%-10.9pp | 258.74%-237.7pp | 29.38%-8.3pp |
| Employer contribution / active EE | $47 | $1,258-96.3% | $2,652-98.2% | $2,177-97.9% |
| Participant deferral / active EE | $801 | $2,278-64.8% | $3,899-79.5% | $3,514-77.2% |
| Admin fee / account holder | $334 | $451-26.1% | $4,912-93.2% | $847-60.6% |