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 | $11,321 | $45,035-74.9% | $62,995-82.0% | $70,131-83.9% |
| Participation rate | 40.5% | 69.5%-29.0pp | 74.8%-34.3pp | 69.5%-29.1pp |
| Annual return | 13.48% | 18.76%-5.3pp | 87.57%-74.1pp | 73.14%-59.7pp |
| Employer contribution / active EE | $175 | $2,051-91.5% | $2,759-93.7% | $2,342-92.5% |
| Participant deferral / active EE | $1,027 | $2,465-58.3% | $3,329-69.1% | $3,332-69.2% |
| Admin fee / account holder | $638 | $2,834-77.5% | $3,600-82.3% | $4,645-86.3% |