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 | $24,362 | $131,829-81.5% | $108,579-77.6% | $273,961-91.1% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.6%-29.6pp | 83.0%-33.0pp |
| Annual return | 7.78% | -91.57%+99.3pp | -51.70%+59.5pp | 41.45%-33.7pp |
| Employer contribution / active EE | $834 | $4,912-83.0% | $3,758-77.8% | $4,869-82.9% |
| Participant deferral / active EE | $3,419 | $5,127-33.3% | $4,311-20.7% | $5,287-35.3% |
| Admin fee / account holder | $5,755 | $10,252-43.9% | $7,645-24.7% | $10,132-43.2% |