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 7-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 | $11,937 | $111,301-89.3% | $112,977-89.4% | $158,922-92.5% |
| Participation rate | 69.6% | 83.5%-13.9pp | 82.6%-13.0pp | 82.0%-12.4pp |
| Annual return | 28.00% | 26.40%+1.6pp | 24.24%+3.8pp | 302.83%-274.8pp |
| Employer contribution / active EE | $617 | $4,471-86.2% | $4,255-85.5% | $4,761-87.0% |
| Participant deferral / active EE | $1,978 | $5,880-66.4% | $5,836-66.1% | $5,982-66.9% |
| Admin fee / account holder | $311 | $8,392-96.3% | $6,294-95.1% | $11,246-97.2% |