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 | $12,655 | $63,764-80.2% | $81,930-84.6% | $79,858-84.2% |
| Participation rate | 65.2% | 67.5%-2.3pp | 72.0%-6.8pp | 69.6%-4.4pp |
| Annual return | 18.45% | 22.66%-4.2pp | 29.49%-11.0pp | 31.71%-13.3pp |
| Employer contribution / active EE | $320 | $1,795-82.2% | $4,310-92.6% | $2,471-87.1% |
| Participant deferral / active EE | $1,634 | $2,780-41.2% | $7,107-77.0% | $3,740-56.3% |
| Admin fee / account holder | $329 | $4,426-92.6% | $5,158-93.6% | $5,306-93.8% |