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 5-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 | $7,390 | $81,233-90.9% | $155,567-95.2% | $80,874-90.9% |
| Participation rate | 43.2% | 66.2%-23.0pp | 78.2%-35.0pp | 67.6%-24.4pp |
| Annual return | 12.67% | 33.33%-20.7pp | 64.74%-52.1pp | 35.62%-22.9pp |
| Employer contribution / active EE | $233 | $3,101-92.5% | $4,674-95.0% | $2,756-91.5% |
| Participant deferral / active EE | $1,239 | $3,452-64.1% | $5,628-78.0% | $4,297-71.2% |
| Admin fee / account holder | $808 | $7,998-89.9% | $15,916-94.9% | $6,935-88.3% |