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 | $2,733 | $56,053-95.1% | $75,972-96.4% | $80,856-96.6% |
| Participation rate | 66.0% | 62.0%+4.0pp | 69.1%-3.0pp | 67.6%-1.6pp |
| Annual return | 12.34% | 20.53%-8.2pp | 359.55%-347.2pp | 35.59%-23.3pp |
| Employer contribution / active EE | $218 | $1,874-88.4% | $2,685-91.9% | $2,755-92.1% |
| Participant deferral / active EE | $1,040 | $3,052-65.9% | $4,255-75.6% | $4,296-75.8% |
| Admin fee / account holder | $1,403 | $5,234-73.2% | $6,467-78.3% | $6,918-79.7% |