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 3-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 | $6,973 | $73,787-90.5% | $98,716-92.9% | $82,448-91.5% |
| Participation rate | 65.4% | 61.4%+4.0pp | 69.3%-3.9pp | 68.1%-2.7pp |
| Annual return | 20.23% | 18.57%+1.7pp | 31.81%-11.6pp | 41.64%-21.4pp |
| Employer contribution / active EE | $73 | $1,511-95.1% | $2,279-96.8% | $2,551-97.1% |
| Participant deferral / active EE | $2,213 | $3,081-28.2% | $4,048-45.3% | $4,139-46.5% |
| Admin fee / account holder | $597 | $6,500-90.8% | $8,703-93.1% | $7,234-91.7% |