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 | $15,030 | $89,355-83.2% | $141,162-89.4% | $72,985-79.4% |
| Participation rate | 25.0% | 75.1%-50.1pp | 82.5%-57.5pp | 69.5%-44.5pp |
| Annual return | 31.13% | 111.85%-80.7pp | 71.39%-40.3pp | 81.00%-49.9pp |
| Employer contribution / active EE | $288 | $3,114-90.7% | $4,735-93.9% | $2,440-88.2% |
| Participant deferral / active EE | $3,085 | $5,418-43.1% | $6,709-54.0% | $3,607-14.5% |
| Admin fee / account holder | $7,602 | $5,958+27.6% | $10,261-25.9% | $5,124+48.3% |