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 | $8,013 | $65,685-87.8% | $57,179-86.0% | $273,961-97.1% |
| Participation rate | 60.0% | 78.3%-18.3pp | 75.3%-15.3pp | 83.0%-23.0pp |
| Annual return | 6.58% | 21.99%-15.4pp | 14.59%-8.0pp | 41.45%-34.9pp |
| Employer contribution / active EE | $264 | $3,279-92.0% | $2,682-90.2% | $4,869-94.6% |
| Participant deferral / active EE | $1,202 | $3,782-68.2% | $3,096-61.2% | $5,287-77.3% |
| Admin fee / account holder | $611 | $4,835-87.4% | $3,139-80.5% | $10,132-94.0% |