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 10-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 | $27,869 | $83,369-66.6% | $105,223-73.5% | $67,986-59.0% |
| Participation rate | 32.9% | 56.3%-23.4pp | 75.0%-42.1pp | 57.2%-24.3pp |
| Annual return | 20.14% | 24.64%-4.5pp | 180.65%-160.5pp | 31.67%-11.5pp |
| Employer contribution / active EE | $324 | $2,541-87.3% | $3,689-91.2% | $2,019-84.0% |
| Participant deferral / active EE | $1,747 | $3,295-47.0% | $5,072-65.5% | $3,358-48.0% |
| Admin fee / account holder | $2,304 | $4,073-43.4% | $8,859-74.0% | $3,203-28.1% |