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 | $31,310 | $94,625-66.9% | $116,228-73.1% | $84,808-63.1% |
| Participation rate | 49.2% | 70.4%-21.2pp | 74.6%-25.3pp | 68.3%-19.1pp |
| Annual return | 14.58% | 20.40%-5.8pp | 90.06%-75.5pp | 40.90%-26.3pp |
| Employer contribution / active EE | $480 | $2,347-79.5% | $2,994-84.0% | $2,631-81.7% |
| Participant deferral / active EE | $1,797 | $3,972-54.8% | $4,953-63.7% | $4,212-57.3% |
| Admin fee / account holder | $5,774 | $10,091-42.8% | $11,989-51.8% | $7,344-21.4% |