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 | $13,684 | $61,605-77.8% | $112,229-87.8% | $75,163-81.8% |
| Participation rate | 45.9% | 61.7%-15.8pp | 72.4%-26.5pp | 67.2%-21.3pp |
| Annual return | 22.09% | 28.47%-6.4pp | 30.20%-8.1pp | 160.62%-138.5pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $3,430-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,700 | $3,108-45.3% | $4,798-64.6% | $4,125-58.8% |
| Admin fee / account holder | $1,775 | $4,862-63.5% | $7,748-77.1% | $5,651-68.6% |