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 4-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 | $7,453 | $64,480-88.4% | $81,382-90.8% | $80,856-90.8% |
| Participation rate | 55.6% | 63.9%-8.3pp | 69.5%-13.9pp | 67.6%-12.1pp |
| Annual return | 13.87% | 16.34%-2.5pp | 24.73%-10.9pp | 35.59%-21.7pp |
| Employer contribution / active EE | $284 | $1,978-85.7% | $2,463-88.5% | $2,755-89.7% |
| Participant deferral / active EE | $2,048 | $3,094-33.8% | $3,883-47.3% | $4,296-52.3% |
| Admin fee / account holder | $1,734 | $5,671-69.4% | $5,768-69.9% | $6,918-74.9% |