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 | $13,671 | $53,777-74.6% | $134,143-89.8% | $79,858-82.9% |
| Participation rate | 50.0% | 58.8%-8.8pp | 72.2%-22.2pp | 69.6%-19.6pp |
| Annual return | 18.47% | 19.01%-0.5pp | 36.33%-17.9pp | 31.71%-13.2pp |
| Employer contribution / active EE | $101 | $1,321-92.3% | $3,704-97.3% | $2,471-95.9% |
| Participant deferral / active EE | $1,567 | $2,420-35.2% | $3,499-55.2% | $3,740-58.1% |
| Admin fee / account holder | $310 | $3,984-92.2% | $6,684-95.4% | $5,306-94.2% |