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 | $15,112 | $52,580-71.3% | $71,671-78.9% | $70,131-78.5% |
| Participation rate | 39.1% | 60.9%-21.7pp | 68.7%-29.6pp | 69.5%-30.4pp |
| Annual return | 22.00% | 20.25%+1.7pp | 20.65%+1.3pp | 73.14%-51.1pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,245 | $2,386-47.8% | $3,438-63.8% | $3,332-62.6% |
| Admin fee / account holder | $4,644 | $3,653+27.1% | $5,558-16.5% | $4,6450% |