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 | $14,643 | $48,313-69.7% | $73,307-80.0% | $52,331-72.0% |
| Participation rate | 38.3% | 68.6%-30.2pp | 74.9%-36.6pp | 68.1%-29.8pp |
| Annual return | -0.71% | 3.85%-4.6pp | 5.67%-6.4pp | 4.54%-5.2pp |
| Employer contribution / active EE | $0 | $1,661-100.0% | $3,237-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $4,304 | $4,189+2.8% | $4,991-13.8% | $3,022+42.4% |
| Admin fee / account holder | $825 | $404+104.2% | $5,637-85.4% | $592+39.4% |