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 | $14,949 | $50,464-70.4% | $75,781-80.3% | $52,331-71.4% |
| Participation rate | 67.0% | 66.8%+0.2pp | 75.8%-8.8pp | 68.1%-1.1pp |
| Annual return | 3.32% | 1.03%+2.3pp | 9.68%-6.4pp | 4.54%-1.2pp |
| Employer contribution / active EE | $295 | $1,988-85.1% | $3,323-91.1% | $1,882-84.3% |
| Participant deferral / active EE | $2,598 | $2,570+1.1% | $3,651-28.9% | $3,022-14.0% |
| Admin fee / account holder | $700 | $1,103-36.5% | $5,299-86.8% | $592+18.3% |