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 | $18,676 | $181,894-89.7% | $156,549-88.1% | $273,961-93.2% |
| Participation rate | 55.0% | 88.4%-33.4pp | 84.0%-29.0pp | 83.0%-28.0pp |
| Annual return | 10.66% | 30.74%-20.1pp | 32.23%-21.6pp | 41.45%-30.8pp |
| Employer contribution / active EE | $436 | $6,248-93.0% | $5,501-92.1% | $4,869-91.0% |
| Participant deferral / active EE | $2,327 | $5,550-58.1% | $4,871-52.2% | $5,287-56.0% |
| Admin fee / account holder | $853 | $15,559-94.5% | $13,027-93.5% | $10,132-91.6% |