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 4-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 | $15,675 | $81,460-80.8% | $103,333-84.8% | $80,856-80.6% |
| Participation rate | 34.5% | 66.8%-32.4pp | 74.5%-40.0pp | 67.6%-33.2pp |
| Annual return | 18.39% | 25.55%-7.2pp | 24.88%-6.5pp | 35.59%-17.2pp |
| Employer contribution / active EE | $755 | $3,105-75.7% | $3,868-80.5% | $2,755-72.6% |
| Participant deferral / active EE | $2,435 | $3,869-37.1% | $5,057-51.9% | $4,296-43.3% |
| Admin fee / account holder | $1,149 | $6,566-82.5% | $8,355-86.2% | $6,918-83.4% |