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 9-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 | $21,298 | $58,828-63.8% | $77,999-72.7% | $62,891-66.1% |
| Participation rate | 33.9% | 71.1%-37.1pp | 75.5%-41.6pp | 69.3%-35.4pp |
| Annual return | 10.15% | 17.16%-7.0pp | 425.96%-415.8pp | 20.14%-10.0pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,324 | $2,686-50.7% | $3,497-62.1% | $3,203-58.7% |
| Admin fee / account holder | $502 | $4,393-88.6% | $5,480-90.8% | $4,296-88.3% |