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 | $20,255 | $76,670-73.6% | $96,683-79.1% | $71,457-71.7% |
| Participation rate | 54.7% | 66.6%-11.9pp | 74.3%-19.7pp | 67.9%-13.2pp |
| Annual return | 27.19% | 48.29%-21.1pp | 35.69%-8.5pp | 28.85%-1.7pp |
| Employer contribution / active EE | $613 | $3,031-79.8% | $3,737-83.6% | $2,588-76.3% |
| Participant deferral / active EE | $1,996 | $3,771-47.1% | $4,878-59.1% | $4,289-53.5% |
| Admin fee / account holder | $443 | $2,028-78.2% | $6,730-93.4% | $1,587-72.1% |