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 | $86,944-67.9% | $107,525-74.1% | $74,304-62.5% |
| Participation rate | 32.9% | 59.6%-26.6pp | 75.1%-42.2pp | 60.3%-27.4pp |
| Annual return | 20.14% | 23.52%-3.4pp | 181.32%-161.2pp | 29.43%-9.3pp |
| Employer contribution / active EE | $324 | $2,757-88.3% | $3,754-91.4% | $2,241-85.6% |
| Participant deferral / active EE | $1,747 | $3,554-50.8% | $5,116-65.8% | $3,767-53.6% |
| Admin fee / account holder | $2,304 | $3,727-38.2% | $8,919-74.2% | $2,969-22.4% |