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 | $11,648 | $77,813-85.0% | $123,544-90.6% | $64,186-81.9% |
| Participation rate | 52.5% | 74.7%-22.2pp | 82.3%-29.8pp | 69.6%-17.1pp |
| Annual return | 5.94% | 12.48%-6.5pp | 119.20%-113.3pp | 7.63%-1.7pp |
| Employer contribution / active EE | $158 | $3,014-94.8% | $4,628-96.6% | $2,381-93.4% |
| Participant deferral / active EE | $5,760 | $5,240+9.9% | $6,426-10.4% | $3,470+66.0% |
| Admin fee / account holder | $2,154 | $5,519-61.0% | $9,284-76.8% | $4,888-55.9% |