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 5-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 | $29,922 | $95,453-68.7% | $112,040-73.3% | $82,448-63.7% |
| Participation rate | 47.4% | 72.8%-25.4pp | 76.5%-29.1pp | 68.1%-20.7pp |
| Annual return | 19.40% | 23.92%-4.5pp | 24.52%-5.1pp | 41.64%-22.2pp |
| Employer contribution / active EE | $502 | $2,318-78.3% | $2,954-83.0% | $2,551-80.3% |
| Participant deferral / active EE | $2,552 | $4,224-39.6% | $5,098-49.9% | $4,139-38.4% |
| Admin fee / account holder | $1,218 | $9,013-86.5% | $12,098-89.9% | $7,234-83.2% |