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 5-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 | $14,730 | $77,896-81.1% | $134,172-89.0% | $82,448-82.1% |
| Participation rate | 44.1% | 62.8%-18.7pp | 72.5%-28.3pp | 68.1%-24.0pp |
| Annual return | 19.08% | 18.21%+0.9pp | 25.30%-6.2pp | 41.64%-22.6pp |
| Employer contribution / active EE | $280 | $2,159-87.0% | $3,420-91.8% | $2,551-89.0% |
| Participant deferral / active EE | $1,254 | $3,162-60.4% | $4,690-73.3% | $4,139-69.7% |
| Admin fee / account holder | $3,062 | $6,336-51.7% | $12,016-74.5% | $7,234-57.7% |