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 | $10,016 | $80,673-87.6% | $101,326-90.1% | $84,808-88.2% |
| Participation rate | 51.6% | 77.8%-26.2pp | 81.5%-29.9pp | 68.3%-16.7pp |
| Annual return | 29.28% | 38.95%-9.7pp | 36.82%-7.5pp | 40.90%-11.6pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,082 | $6,840-40.3% | $7,994-48.9% | $4,212-3.1% |
| Admin fee / account holder | $385 | $12,784-97.0% | $11,185-96.6% | $7,344-94.8% |