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 | $16,972 | $50,958-66.7% | $74,550-77.2% | $64,186-73.6% |
| Participation rate | 46.7% | 61.1%-14.4pp | 69.1%-22.5pp | 69.6%-22.9pp |
| Annual return | -4.98% | -1.86%-3.1pp | 32.53%-37.5pp | 7.63%-12.6pp |
| Employer contribution / active EE | $106 | $1,115-90.5% | $1,961-94.6% | $2,381-95.5% |
| Participant deferral / active EE | $1,890 | $2,301-17.9% | $3,108-39.2% | $3,470-45.5% |
| Admin fee / account holder | $1,277 | $4,223-69.8% | $5,060-74.8% | $4,888-73.9% |