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 10-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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,155 | $27,839-16.8% | $58,482-60.4% | $71,457-67.6% |
| Participation rate | 20.4% | 34.5%-14.2pp | 50.9%-30.5pp | 67.9%-47.6pp |
| Annual return | 12.70% | 26.81%-14.1pp | 4239.32%-4226.6pp | 28.85%-16.2pp |
| Employer contribution / active EE | $80 | $631-87.4% | $1,053-92.4% | $2,588-96.9% |
| Participant deferral / active EE | $258 | $1,206-78.6% | $1,924-86.6% | $4,289-94.0% |
| Admin fee / account holder | $704 | $1,641-57.1% | $2,516-72.0% | $1,587-55.7% |