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 | $95,453-82.0% | $112,040-84.7% | $82,448-79.2% |
| Participation rate | 55.4% | 72.8%-17.3pp | 76.5%-21.1pp | 68.1%-12.6pp |
| Annual return | 20.18% | 23.92%-3.7pp | 24.52%-4.3pp | 41.64%-21.5pp |
| Employer contribution / active EE | $361 | $2,318-84.4% | $2,954-87.8% | $2,551-85.8% |
| Participant deferral / active EE | $2,027 | $4,224-52.0% | $5,098-60.2% | $4,139-51.0% |
| Admin fee / account holder | $573 | $9,013-93.6% | $12,098-95.3% | $7,234-92.1% |