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 | $11,430 | $47,977-76.2% | $154,107-92.6% | $56,287-79.7% |
| Participation rate | 23.6% | 66.2%-42.6pp | 83.0%-59.5pp | 69.9%-46.3pp |
| Annual return | 10.88% | 3.54%+7.3pp | 735.12%-724.2pp | -9.96%+20.8pp |
| Employer contribution / active EE | $203 | $2,169-90.6% | $5,298-96.2% | $2,111-90.4% |
| Participant deferral / active EE | $1,651 | $2,392-31.0% | $5,081-67.5% | $3,350-50.7% |
| Admin fee / account holder | $835 | $438+90.4% | $13,411-93.8% | $521+60.2% |