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 | $11,116 | $72,012-84.6% | $185,823-94.0% | $79,858-86.1% |
| Participation rate | 62.7% | 65.8%-3.0pp | 78.0%-15.3pp | 69.6%-6.9pp |
| Annual return | 23.71% | 23.12%+0.6pp | 35.95%-12.2pp | 31.71%-8.0pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,222 | $3,779-41.2% | $5,632-60.5% | $3,740-40.6% |
| Admin fee / account holder | $539 | $4,513-88.0% | $9,500-94.3% | $5,306-89.8% |