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 | $18,164 | $73,787-75.4% | $98,716-81.6% | $82,448-78.0% |
| Participation rate | 56.8% | 61.4%-4.6pp | 69.3%-12.5pp | 68.1%-11.2pp |
| Annual return | 23.64% | 18.57%+5.1pp | 31.81%-8.2pp | 41.64%-18.0pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,194 | $3,081+36.1% | $4,048+3.6% | $4,139+1.3% |
| Admin fee / account holder | $2,869 | $6,500-55.9% | $8,703-67.0% | $7,234-60.3% |