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 | $22,411 | $73,638-69.6% | $95,952-76.6% | $73,488-69.5% |
| Participation rate | 63.4% | 76.2%-12.8pp | 77.1%-13.7pp | 70.7%-7.3pp |
| Annual return | 21.99% | 16.78%+5.2pp | 91.61%-69.6pp | 28.51%-6.5pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $6,769 | $3,617+87.2% | $4,167+62.5% | $3,740+81.0% |
| Admin fee / account holder | $3,371 | $482+599.3% | $6,795-50.4% | $513+557.1% |