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 | $13,374 | $53,777-75.1% | $134,143-90.0% | $79,858-83.3% |
| Participation rate | 61.5% | 58.8%+2.8pp | 72.2%-10.6pp | 69.6%-8.1pp |
| Annual return | 13.86% | 19.01%-5.2pp | 36.33%-22.5pp | 31.71%-17.9pp |
| Employer contribution / active EE | $202 | $1,321-84.7% | $3,704-94.5% | $2,471-91.8% |
| Participant deferral / active EE | $1,281 | $2,420-47.1% | $3,499-63.4% | $3,740-65.8% |
| Admin fee / account holder | $1,910 | $3,984-52.1% | $6,684-71.4% | $5,306-64.0% |