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 | $26,724 | $78,705-66.0% | $117,854-77.3% | $70,131-61.9% |
| Participation rate | 33.9% | 73.2%-39.3pp | 79.7%-45.8pp | 69.5%-35.6pp |
| Annual return | 19.02% | 23.30%-4.3pp | 335.08%-316.1pp | 73.14%-54.1pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,814 | $3,297-45.0% | $4,482-59.5% | $3,332-45.6% |
| Admin fee / account holder | $585 | $5,065-88.4% | $8,020-92.7% | $4,645-87.4% |