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 | $23,794 | $80,724-70.5% | $103,333-77.0% | $74,495-68.1% |
| Participation rate | 62.7% | 65.7%-3.0pp | 74.5%-11.8pp | 67.2%-4.5pp |
| Annual return | 13.31% | 27.56%-14.3pp | 24.88%-11.6pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $759 | $3,157-76.0% | $3,868-80.4% | $2,623-71.1% |
| Participant deferral / active EE | $2,291 | $3,860-40.7% | $5,057-54.7% | $4,346-47.3% |
| Admin fee / account holder | $764 | $2,368-67.7% | $8,355-90.9% | $1,942-60.7% |