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 | $26,475 | $132,239-80.0% | $105,722-75.0% | $273,961-90.3% |
| Participation rate | 66.7% | 83.2%-16.5pp | 78.9%-12.2pp | 83.0%-16.3pp |
| Annual return | 8.25% | 10.07%-1.8pp | 12.25%-4.0pp | 41.45%-33.2pp |
| Employer contribution / active EE | $443 | $4,867-90.9% | $4,079-89.1% | $4,869-90.9% |
| Participant deferral / active EE | $4,564 | $6,233-26.8% | $5,326-14.3% | $5,287-13.7% |
| Admin fee / account holder | $4,533 | $12,032-62.3% | $8,308-45.4% | $10,132-55.3% |