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 | $8,319 | $153,772-94.6% | $133,980-93.8% | $273,961-97.0% |
| Participation rate | 60.0% | 88.4%-28.4pp | 87.1%-27.1pp | 83.0%-23.0pp |
| Annual return | 32.95% | 36.51%-3.6pp | 29.30%+3.7pp | 41.45%-8.5pp |
| Employer contribution / active EE | $400 | $6,029-93.4% | $5,211-92.3% | $4,869-91.8% |
| Participant deferral / active EE | $2,889 | $6,958-58.5% | $6,282-54.0% | $5,287-45.4% |
| Admin fee / account holder | $601 | $11,765-94.9% | $9,324-93.6% | $10,132-94.1% |