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 7-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 | $9,935 | $57,354-82.7% | $83,848-88.2% | $64,186-84.5% |
| Participation rate | 51.5% | 68.6%-17.1pp | 76.1%-24.6pp | 69.6%-18.1pp |
| Annual return | -6.37% | 11.38%-17.8pp | 850.88%-857.2pp | 7.63%-14.0pp |
| Employer contribution / active EE | $138 | $2,545-94.6% | $3,631-96.2% | $2,381-94.2% |
| Participant deferral / active EE | $2,454 | $2,993-18.0% | $4,082-39.9% | $3,470-29.3% |
| Admin fee / account holder | $441 | $4,046-89.1% | $5,478-91.9% | $4,888-91.0% |