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 6-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 | $17,169 | $95,803-82.1% | $113,168-84.8% | $84,808-79.8% |
| Participation rate | 55.4% | 72.9%-17.4pp | 76.6%-21.1pp | 68.3%-12.9pp |
| Annual return | 20.18% | 25.00%-4.8pp | 24.27%-4.1pp | 40.90%-20.7pp |
| Employer contribution / active EE | $361 | $2,360-84.7% | $2,975-87.9% | $2,631-86.3% |
| Participant deferral / active EE | $2,027 | $4,242-52.2% | $5,107-60.3% | $4,212-51.9% |
| Admin fee / account holder | $573 | $8,989-93.6% | $12,068-95.3% | $7,344-92.2% |