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 4-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 | $19,697 | $80,673-75.6% | $101,326-80.6% | $84,808-76.8% |
| Participation rate | 56.8% | 77.8%-21.0pp | 81.5%-24.7pp | 68.3%-11.5pp |
| Annual return | 15.00% | 38.95%-24.0pp | 36.82%-21.8pp | 40.90%-25.9pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,092 | $6,840-54.8% | $7,994-61.3% | $4,212-26.6% |
| Admin fee / account holder | $5,940 | $12,784-53.5% | $11,185-46.9% | $7,344-19.1% |