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 | $14,019 | $77,813-82.0% | $123,544-88.7% | $64,186-78.2% |
| Participation rate | 65.9% | 74.7%-8.8pp | 82.3%-16.4pp | 69.6%-3.7pp |
| Annual return | -6.84% | 12.48%-19.3pp | 119.20%-126.0pp | 7.63%-14.5pp |
| Employer contribution / active EE | $352 | $3,014-88.3% | $4,628-92.4% | $2,381-85.2% |
| Participant deferral / active EE | $3,991 | $5,240-23.8% | $6,426-37.9% | $3,470+15.0% |
| Admin fee / account holder | $574 | $5,519-89.6% | $9,284-93.8% | $4,888-88.3% |