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 | $17,718 | $72,492-75.6% | $87,100-79.7% | $72,985-75.7% |
| Participation rate | 43.8% | 72.8%-29.1pp | 76.9%-33.1pp | 69.5%-25.7pp |
| Annual return | 27.37% | 24.46%+2.9pp | 28.19%-0.8pp | 81.00%-53.6pp |
| Employer contribution / active EE | $402 | $1,894-78.8% | $2,521-84.1% | $2,440-83.5% |
| Participant deferral / active EE | $2,985 | $3,270-8.7% | $4,049-26.3% | $3,607-17.2% |
| Admin fee / account holder | $460 | $5,055-90.9% | $7,497-93.9% | $5,124-91.0% |