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 3-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 | $17,085 | $71,883-76.2% | $86,677-80.3% | $68,494-75.1% |
| Participation rate | 36.5% | 72.2%-35.7pp | 76.6%-40.0pp | 67.9%-31.3pp |
| Annual return | 0.00% | 3.52%-3.5pp | 35.91%-35.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $399 | $2,173-81.6% | $2,836-85.9% | $2,596-84.6% |
| Participant deferral / active EE | $2,258 | $3,779-40.2% | $4,656-51.5% | $4,027-43.9% |
| Admin fee / account holder | $1,724 | $6,112-71.8% | $7,493-77.0% | $5,403-68.1% |