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 5-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 | $19,223 | $81,460-76.4% | $103,333-81.4% | $80,856-76.2% |
| Participation rate | 21.8% | 66.8%-45.1pp | 74.5%-52.7pp | 67.6%-45.8pp |
| Annual return | 26.24% | 25.55%+0.7pp | 24.88%+1.4pp | 35.59%-9.4pp |
| Employer contribution / active EE | $622 | $3,105-80.0% | $3,868-83.9% | $2,755-77.4% |
| Participant deferral / active EE | $1,682 | $3,869-56.5% | $5,057-66.7% | $4,296-60.8% |
| Admin fee / account holder | $476 | $6,566-92.7% | $8,355-94.3% | $6,918-93.1% |