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 6-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 | $16,885 | $64,121-73.7% | $78,805-78.6% | $116,875-85.6% |
| Participation rate | 42.3% | 71.0%-28.7pp | 73.6%-31.3pp | 74.5%-32.2pp |
| Annual return | 16.43% | 16.32%+0.1pp | -2.71%+19.1pp | 16.29%+0.1pp |
| Employer contribution / active EE | $603 | $2,257-73.3% | $4,059-85.1% | $3,288-81.7% |
| Participant deferral / active EE | $1,408 | $2,757-48.9% | $3,584-60.7% | $3,885-63.7% |
| Admin fee / account holder | $2,133 | $5,745-62.9% | $5,677-62.4% | $12,263-82.6% |