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.)
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 | $35,645 | $57,541-38.1% | $95,745-62.8% | $75,163-52.6% |
| Participation rate | 34.4% | 62.5%-28.1pp | 72.3%-37.9pp | 67.2%-32.8pp |
| Annual return | 9.67% | 34.93%-25.3pp | 28.35%-18.7pp | 160.62%-151.0pp |
| Employer contribution / active EE | $160 | $1,808-91.2% | $2,835-94.4% | $2,670-94.0% |
| Participant deferral / active EE | $1,139 | $3,074-63.0% | $4,245-73.2% | $4,125-72.4% |
| Admin fee / account holder | $486 | $4,099-88.1% | $5,678-91.4% | $5,651-91.4% |