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 | $8,366 | $72,492-88.5% | $87,100-90.4% | $72,985-88.5% |
| Participation rate | 56.8% | 72.8%-16.1pp | 76.9%-20.1pp | 69.5%-12.7pp |
| Annual return | 21.11% | 24.46%-3.3pp | 28.19%-7.1pp | 81.00%-59.9pp |
| Employer contribution / active EE | $266 | $1,894-86.0% | $2,521-89.4% | $2,440-89.1% |
| Participant deferral / active EE | $2,035 | $3,270-37.8% | $4,049-49.7% | $3,607-43.6% |
| Admin fee / account holder | $819 | $5,055-83.8% | $7,497-89.1% | $5,124-84.0% |