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 | $16,796 | $77,813-78.4% | $123,544-86.4% | $64,186-73.8% |
| Participation rate | 58.1% | 74.7%-16.6pp | 82.3%-24.2pp | 69.6%-11.4pp |
| Annual return | -1.06% | 12.48%-13.5pp | 119.20%-120.3pp | 7.63%-8.7pp |
| Employer contribution / active EE | $305 | $3,014-89.9% | $4,628-93.4% | $2,381-87.2% |
| Participant deferral / active EE | $2,560 | $5,240-51.1% | $6,426-60.2% | $3,470-26.2% |
| Admin fee / account holder | $2,948 | $5,519-46.6% | $9,284-68.2% | $4,888-39.7% |