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 | $20,160 | $135,952-85.2% | $123,892-83.7% | $273,961-92.6% |
| Participation rate | 55.6% | 84.1%-28.5pp | 81.4%-25.9pp | 83.0%-27.5pp |
| Annual return | 8.42% | 56.63%-48.2pp | 47.52%-39.1pp | 41.45%-33.0pp |
| Employer contribution / active EE | $743 | $5,170-85.6% | $4,617-83.9% | $4,869-84.7% |
| Participant deferral / active EE | $4,337 | $6,343-31.6% | $5,984-27.5% | $5,287-18.0% |
| Admin fee / account holder | $2,293 | $9,817-76.6% | $8,357-72.6% | $10,132-77.4% |