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 8-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 | $6,303 | $81,460-92.3% | $103,333-93.9% | $80,856-92.2% |
| Participation rate | 40.5% | 66.8%-26.3pp | 74.5%-34.0pp | 67.6%-27.1pp |
| Annual return | 21.47% | 25.55%-4.1pp | 24.88%-3.4pp | 35.59%-14.1pp |
| Employer contribution / active EE | $625 | $3,105-79.9% | $3,868-83.9% | $2,755-77.3% |
| Participant deferral / active EE | $1,957 | $3,869-49.4% | $5,057-61.3% | $4,296-54.4% |
| Admin fee / account holder | $2,337 | $6,566-64.4% | $8,355-72.0% | $6,918-66.2% |