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 | $16,886 | $74,927-77.5% | $101,794-83.4% | $84,808-80.1% |
| Participation rate | 21.6% | 61.4%-39.8pp | 69.2%-47.6pp | 68.3%-46.7pp |
| Annual return | 19.29% | 18.70%+0.6pp | 30.53%-11.2pp | 40.90%-21.6pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,943 | $3,099-37.3% | $4,084-52.4% | $4,212-53.9% |
| Admin fee / account holder | $4,672 | $6,514-28.3% | $8,777-46.8% | $7,344-36.4% |