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 8-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 | $12,029 | $72,277-83.4% | $101,248-88.1% | $79,858-84.9% |
| Participation rate | 36.8% | 68.5%-31.6pp | 75.8%-39.0pp | 69.6%-32.8pp |
| Annual return | 28.34% | 22.30%+6.0pp | 46.47%-18.1pp | 31.71%-3.4pp |
| Employer contribution / active EE | $571 | $2,692-78.8% | $3,660-84.4% | $2,471-76.9% |
| Participant deferral / active EE | $2,945 | $3,282-10.2% | $4,370-32.6% | $3,740-21.2% |
| Admin fee / account holder | $1,026 | $4,400-76.7% | $5,945-82.8% | $5,306-80.7% |