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 | $13,827 | $67,606-79.5% | $82,313-83.2% | $70,131-80.3% |
| Participation rate | 26.8% | 72.8%-45.9pp | 76.9%-50.1pp | 69.5%-42.7pp |
| Annual return | 26.64% | 21.57%+5.1pp | 25.88%+0.8pp | 73.14%-46.5pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,102 | $2,987-29.6% | $3,706-43.3% | $3,332-36.9% |
| Admin fee / account holder | $2,431 | $4,512-46.1% | $5,608-56.6% | $4,645-47.7% |