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 | $2,238 | $80,717-97.2% | $154,803-98.6% | $84,808-97.4% |
| Participation rate | 65.7% | 66.8%-1.1pp | 78.1%-12.4pp | 68.3%-2.6pp |
| Annual return | 36.43% | 37.96%-1.5pp | 58.88%-22.5pp | 40.90%-4.5pp |
| Employer contribution / active EE | $252 | $2,761-90.9% | $4,305-94.1% | $2,631-90.4% |
| Participant deferral / active EE | $1,094 | $3,303-66.9% | $5,540-80.2% | $4,212-74.0% |
| Admin fee / account holder | $657 | $6,746-90.3% | $14,329-95.4% | $7,344-91.1% |