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 | $11,363 | $177,572-93.6% | $154,803-92.7% | $142,382-92.0% |
| Participation rate | 64.3% | 82.1%-17.8pp | 78.1%-13.8pp | 80.1%-15.8pp |
| Annual return | 20.63% | 65.07%-44.4pp | 58.88%-38.3pp | 217.08%-196.4pp |
| Employer contribution / active EE | $682 | $4,810-85.8% | $4,305-84.2% | $4,299-84.1% |
| Participant deferral / active EE | $2,308 | $6,272-63.2% | $5,540-58.4% | $6,507-64.5% |
| Admin fee / account holder | $448 | $16,786-97.3% | $14,329-96.9% | $12,624-96.5% |