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 | $7,305 | $60,349-87.9% | $74,183-90.2% | $62,891-88.4% |
| Participation rate | 48.0% | 72.7%-24.7pp | 76.6%-28.6pp | 69.3%-21.3pp |
| Annual return | 8.81% | 21.37%-12.6pp | 17.74%-8.9pp | 20.14%-11.3pp |
| Employer contribution / active EE | $147 | $1,680-91.3% | $2,370-93.8% | $2,281-93.6% |
| Participant deferral / active EE | $1,589 | $2,856-44.4% | $3,550-55.2% | $3,203-50.4% |
| Admin fee / account holder | $537 | $4,261-87.4% | $5,586-90.4% | $4,296-87.5% |