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 7-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 | $7,687 | $65,061-88.2% | $143,757-94.7% | $66,914-88.5% |
| Participation rate | 29.5% | 65.2%-35.7pp | 80.3%-50.8pp | 69.8%-40.3pp |
| Annual return | -13.93% | -11.14%-2.8pp | -0.04%-13.9pp | 1.58%-15.5pp |
| Employer contribution / active EE | $323 | $2,361-86.3% | $4,951-93.5% | $2,544-87.3% |
| Participant deferral / active EE | $1,019 | $2,919-65.1% | $5,637-81.9% | $4,237-76.0% |
| Admin fee / account holder | $467 | $502-7.1% | $14,673-96.8% | $593-21.4% |