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 10-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 | $9,846 | $84,233-88.3% | $170,442-94.2% | $70,131-86.0% |
| Participation rate | 69.4% | 70.8%-1.4pp | 83.6%-14.2pp | 69.5%-0.1pp |
| Annual return | 15.62% | 23.06%-7.4pp | 205.93%-190.3pp | 73.14%-57.5pp |
| Employer contribution / active EE | $284 | $3,387-91.6% | $5,433-94.8% | $2,342-87.9% |
| Participant deferral / active EE | $1,462 | $3,086-52.6% | $4,939-70.4% | $3,332-56.1% |
| Admin fee / account holder | $698 | $5,698-87.8% | $13,880-95.0% | $4,645-85.0% |