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 4-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 | $8,157 | $49,915-83.7% | $154,803-94.7% | $74,304-89.0% |
| Participation rate | 26.3% | 54.0%-27.6pp | 78.1%-51.7pp | 60.3%-34.0pp |
| Annual return | 21.51% | 34.06%-12.5pp | 58.88%-37.4pp | 29.43%-7.9pp |
| Employer contribution / active EE | $99 | $1,611-93.9% | $4,305-97.7% | $2,241-95.6% |
| Participant deferral / active EE | $682 | $2,255-69.7% | $5,540-87.7% | $3,767-81.9% |
| Admin fee / account holder | $1,590 | $2,189-27.4% | $14,329-88.9% | $2,969-46.5% |