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 8-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 | $11,523 | $56,357-79.6% | $104,294-89.0% | $68,494-83.2% |
| Participation rate | 45.3% | 63.3%-17.9pp | 73.3%-27.9pp | 67.9%-22.6pp |
| Annual return | -14.99% | -9.19%-5.8pp | 24.61%-39.6pp | -7.84%-7.1pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,372-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,260 | $3,077-26.6% | $4,625-51.1% | $4,027-43.9% |
| Admin fee / account holder | $495 | $4,903-89.9% | $7,339-93.2% | $5,403-90.8% |