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 | $23,657 | $72,404-67.3% | $110,238-78.5% | $64,186-63.1% |
| Participation rate | 59.6% | 73.3%-13.7pp | 79.8%-20.2pp | 69.6%-9.9pp |
| Annual return | -5.71% | -6.29%+0.6pp | 314.74%-320.4pp | 7.63%-13.3pp |
| Employer contribution / active EE | $462 | $2,282-79.8% | $3,826-87.9% | $2,381-80.6% |
| Participant deferral / active EE | $2,511 | $3,469-27.6% | $4,672-46.3% | $3,470-27.6% |
| Admin fee / account holder | $518 | $5,664-90.9% | $8,547-93.9% | $4,888-89.4% |