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 | $6,202 | $73,933-91.6% | $96,683-93.6% | $75,163-91.7% |
| Participation rate | 69.7% | 66.4%+3.3pp | 74.3%-4.6pp | 67.2%+2.5pp |
| Annual return | 17.55% | 26.70%-9.2pp | 35.69%-18.1pp | 160.62%-143.1pp |
| Employer contribution / active EE | $487 | $2,928-83.4% | $3,737-87.0% | $2,670-81.8% |
| Participant deferral / active EE | $1,572 | $3,659-57.0% | $4,878-67.8% | $4,125-61.9% |
| Admin fee / account holder | $340 | $5,216-93.5% | $6,730-94.9% | $5,651-94.0% |