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 | $22,535 | $98,750-77.2% | $149,696-84.9% | $79,858-71.8% |
| Participation rate | 68.9% | 75.8%-6.9pp | 82.5%-13.6pp | 69.6%-0.7pp |
| Annual return | 19.62% | 27.43%-7.8pp | 276.60%-257.0pp | 31.71%-12.1pp |
| Employer contribution / active EE | $348 | $3,216-89.2% | $4,644-92.5% | $2,471-85.9% |
| Participant deferral / active EE | $2,491 | $5,680-56.1% | $6,842-63.6% | $3,740-33.4% |
| Admin fee / account holder | $4,208 | $6,053-30.5% | $9,309-54.8% | $5,306-20.7% |