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 | $8,816 | $64,348-86.3% | $90,160-90.2% | $70,131-87.4% |
| Participation rate | 41.4% | 70.4%-29.1pp | 76.9%-35.5pp | 69.5%-28.2pp |
| Annual return | 24.96% | 28.13%-3.2pp | 34.88%-9.9pp | 73.14%-48.2pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,708 | $4,389-15.5% | $5,288-29.9% | $3,332+11.3% |
| Admin fee / account holder | $3,940 | $3,944-0.1% | $5,943-33.7% | $4,645-15.2% |