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 | $8,193 | $72,492-88.7% | $87,100-90.6% | $72,985-88.8% |
| Participation rate | 64.2% | 72.8%-8.7pp | 76.9%-12.7pp | 69.5%-5.3pp |
| Annual return | 24.50% | 24.46%0pp | 28.19%-3.7pp | 81.00%-56.5pp |
| Employer contribution / active EE | $197 | $1,894-89.6% | $2,521-92.2% | $2,440-91.9% |
| Participant deferral / active EE | $1,632 | $3,270-50.1% | $4,049-59.7% | $3,607-54.7% |
| Admin fee / account holder | $783 | $5,055-84.5% | $7,497-89.6% | $5,124-84.7% |