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 3-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 | $19,806 | $60,349-67.2% | $74,183-73.3% | $62,891-68.5% |
| Participation rate | 61.9% | 72.7%-10.8pp | 76.6%-14.7pp | 69.3%-7.4pp |
| Annual return | 13.84% | 21.37%-7.5pp | 17.74%-3.9pp | 20.14%-6.3pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,114 | $2,856-26.0% | $3,550-40.5% | $3,203-34.0% |
| Admin fee / account holder | $1,556 | $4,261-63.5% | $5,586-72.1% | $4,296-63.8% |