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 4-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 | $16,423 | $65,561-75.0% | $91,541-82.1% | $74,304-77.9% |
| Participation rate | 28.3% | 56.6%-28.3pp | 69.8%-41.5pp | 60.3%-32.0pp |
| Annual return | 20.13% | 17.68%+2.4pp | 20.50%-0.4pp | 29.43%-9.3pp |
| Employer contribution / active EE | $200 | $1,717-88.3% | $2,505-92.0% | $2,241-91.1% |
| Participant deferral / active EE | $1,164 | $2,918-60.1% | $4,008-71.0% | $3,767-69.1% |
| Admin fee / account holder | $325 | $3,333-90.3% | $6,956-95.3% | $2,969-89.1% |