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 | $26,744 | $65,376-59.1% | $87,100-69.3% | $65,185-59.0% |
| Participation rate | 47.5% | 75.3%-27.8pp | 76.9%-29.3pp | 70.2%-22.7pp |
| Annual return | 20.12% | 31.27%-11.1pp | 28.19%-8.1pp | 29.38%-9.3pp |
| Employer contribution / active EE | $300 | $1,822-83.6% | $2,521-88.1% | $2,177-86.2% |
| Participant deferral / active EE | $2,268 | $3,388-33.1% | $4,049-44.0% | $3,514-35.4% |
| Admin fee / account holder | $476 | $520-8.4% | $7,497-93.6% | $847-43.8% |