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 | $16,482 | $52,681-68.7% | $75,781-78.3% | $59,632-72.4% |
| Participation rate | 50.5% | 67.2%-16.7pp | 75.8%-25.3pp | 68.7%-18.1pp |
| Annual return | -1.51% | 2.95%-4.5pp | 9.68%-11.2pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $269 | $2,193-87.7% | $3,323-91.9% | $2,203-87.8% |
| Participant deferral / active EE | $1,025 | $2,591-60.4% | $3,651-71.9% | $3,192-67.9% |
| Admin fee / account holder | $2,793 | $3,610-22.6% | $5,299-47.3% | $4,297-35.0% |