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 8-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 | $13,793 | $81,460-83.1% | $103,333-86.7% | $80,856-82.9% |
| Participation rate | 50.5% | 66.8%-16.3pp | 74.5%-24.0pp | 67.6%-17.1pp |
| Annual return | 13.60% | 25.55%-11.9pp | 24.88%-11.3pp | 35.59%-22.0pp |
| Employer contribution / active EE | $483 | $3,105-84.5% | $3,868-87.5% | $2,755-82.5% |
| Participant deferral / active EE | $1,991 | $3,869-48.5% | $5,057-60.6% | $4,296-53.7% |
| Admin fee / account holder | $2,301 | $6,566-65.0% | $8,355-72.5% | $6,918-66.7% |