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 | $5,889 | $54,380-89.2% | $68,509-91.4% | $59,632-90.1% |
| Participation rate | 63.4% | 70.2%-6.8pp | 74.7%-11.3pp | 68.7%-5.2pp |
| Annual return | 12.50% | 2.83%+9.7pp | 8.27%+4.2pp | 2041.28%-2028.8pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,368 | $2,643-48.2% | $3,382-59.6% | $3,192-57.1% |
| Admin fee / account holder | $1,037 | $3,885-73.3% | $5,275-80.3% | $4,297-75.9% |