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 | $25,072 | $83,369-69.9% | $105,223-76.2% | $67,986-63.1% |
| Participation rate | 40.7% | 56.3%-15.6pp | 75.0%-34.3pp | 57.2%-16.5pp |
| Annual return | 20.75% | 24.64%-3.9pp | 180.65%-159.9pp | 31.67%-10.9pp |
| Employer contribution / active EE | $592 | $2,541-76.7% | $3,689-83.9% | $2,019-70.7% |
| Participant deferral / active EE | $1,432 | $3,295-56.6% | $5,072-71.8% | $3,358-57.4% |
| Admin fee / account holder | $672 | $4,073-83.5% | $8,859-92.4% | $3,203-79.0% |