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 3-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 | $7,470 | $81,460-90.8% | $103,333-92.8% | $80,856-90.8% |
| Participation rate | 51.6% | 66.8%-15.2pp | 74.5%-22.9pp | 67.6%-16.0pp |
| Annual return | 14.05% | 25.55%-11.5pp | 24.88%-10.8pp | 35.59%-21.5pp |
| Employer contribution / active EE | $765 | $3,105-75.4% | $3,868-80.2% | $2,755-72.2% |
| Participant deferral / active EE | $1,797 | $3,869-53.5% | $5,057-64.5% | $4,296-58.2% |
| Admin fee / account holder | $325 | $6,566-95.1% | $8,355-96.1% | $6,918-95.3% |