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 | $2,326 | $60,022-96.1% | $88,946-97.4% | $84,808-97.3% |
| Participation rate | 61.8% | 57.8%+3.9pp | 68.8%-7.1pp | 68.3%-6.5pp |
| Annual return | 22.79% | 22.43%+0.4pp | 57.82%-35.0pp | 40.90%-18.1pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,941 | $3,114-37.7% | $4,581-57.6% | $4,212-53.9% |
| Admin fee / account holder | $377 | $4,811-92.2% | $8,261-95.4% | $7,344-94.9% |