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 7-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 | $8,678 | $63,764-86.4% | $81,930-89.4% | $79,858-89.1% |
| Participation rate | 39.3% | 67.5%-28.2pp | 72.0%-32.7pp | 69.6%-30.3pp |
| Annual return | 19.20% | 22.66%-3.5pp | 29.49%-10.3pp | 31.71%-12.5pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,438 | $2,780-12.3% | $7,107-65.7% | $3,740-34.8% |
| Admin fee / account holder | $839 | $4,426-81.0% | $5,158-83.7% | $5,306-84.2% |