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 5-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 | $7,694 | $57,541-86.6% | $95,745-92.0% | $75,163-89.8% |
| Participation rate | 46.2% | 62.5%-16.4pp | 72.3%-26.1pp | 67.2%-21.0pp |
| Annual return | 24.10% | 34.93%-10.8pp | 28.35%-4.3pp | 160.62%-136.5pp |
| Employer contribution / active EE | $286 | $1,808-84.2% | $2,835-89.9% | $2,670-89.3% |
| Participant deferral / active EE | $1,572 | $3,074-48.9% | $4,245-63.0% | $4,125-61.9% |
| Admin fee / account holder | $849 | $4,099-79.3% | $5,678-85.1% | $5,651-85.0% |