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 6-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 | $8,497 | $65,061-86.9% | $143,757-94.1% | $66,914-87.3% |
| Participation rate | 31.3% | 65.2%-33.9pp | 80.3%-49.1pp | 69.8%-38.6pp |
| Annual return | -15.95% | -11.14%-4.8pp | -0.04%-15.9pp | 1.58%-17.5pp |
| Employer contribution / active EE | $155 | $2,361-93.4% | $4,951-96.9% | $2,544-93.9% |
| Participant deferral / active EE | $1,124 | $2,919-61.5% | $5,637-80.1% | $4,237-73.5% |
| Admin fee / account holder | $778 | $502+55.0% | $14,673-94.7% | $593+31.1% |