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 | $31,168 | $181,894-82.9% | $156,549-80.1% | $273,961-88.6% |
| Participation rate | 52.9% | 88.4%-35.4pp | 84.0%-31.1pp | 83.0%-30.1pp |
| Annual return | 24.12% | 30.74%-6.6pp | 32.23%-8.1pp | 41.45%-17.3pp |
| Employer contribution / active EE | $1,096 | $6,248-82.5% | $5,501-80.1% | $4,869-77.5% |
| Participant deferral / active EE | $3,056 | $5,550-44.9% | $4,871-37.3% | $5,287-42.2% |
| Admin fee / account holder | $618 | $15,559-96.0% | $13,027-95.3% | $10,132-93.9% |