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 8-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 | $17,040 | $168,632-89.9% | $147,614-88.5% | $125,391-86.4% |
| Participation rate | 25.0% | 88.8%-63.8pp | 84.6%-59.6pp | 83.2%-58.2pp |
| Annual return | 0.43% | 77.65%-77.2pp | 61.98%-61.5pp | 282.22%-281.8pp |
| Employer contribution / active EE | $740 | $6,252-88.2% | $5,564-86.7% | $4,866-84.8% |
| Participant deferral / active EE | $1,863 | $5,507-66.2% | $4,895-61.9% | $5,352-65.2% |
| Admin fee / account holder | $473 | $13,580-96.5% | $11,611-95.9% | $9,540-95.0% |