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 7-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 | $14,589 | $89,698-83.7% | $103,476-85.9% | $80,856-82.0% |
| Participation rate | 40.0% | 76.0%-36.0pp | 80.5%-40.5pp | 67.6%-27.6pp |
| Annual return | 17.02% | 22.78%-5.8pp | 23.90%-6.9pp | 35.59%-18.6pp |
| Employer contribution / active EE | $0 | $4,018-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,377 | $5,456-38.1% | $6,623-49.0% | $4,296-21.4% |
| Admin fee / account holder | $3,268 | $6,768-51.7% | $9,413-65.3% | $6,918-52.8% |