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 | $11,864 | $99,341-88.1% | $84,750-86.0% | $273,961-95.7% |
| Participation rate | 69.2% | 80.7%-11.5pp | 76.6%-7.4pp | 83.0%-13.8pp |
| Annual return | 19.71% | 22.93%-3.2pp | 22.78%-3.1pp | 41.45%-21.7pp |
| Employer contribution / active EE | $246 | $4,214-94.2% | $3,574-93.1% | $4,869-95.0% |
| Participant deferral / active EE | $4,969 | $4,269+16.4% | $3,712+33.9% | $5,287-6.0% |
| Admin fee / account holder | $1,546 | $6,644-76.7% | $5,332-71.0% | $10,132-84.7% |