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 | $27,173 | $52,208-48.0% | $86,612-68.6% | $74,419-63.5% |
| Participation rate | 21.1% | 66.3%-45.3pp | 71.7%-50.6pp | 70.7%-49.7pp |
| Annual return | 11.35% | 44.46%-33.1pp | 591.07%-579.7pp | 34.38%-23.0pp |
| Employer contribution / active EE | $108 | $2,282-95.3% | $3,022-96.4% | $2,637-95.9% |
| Participant deferral / active EE | $1,073 | $3,383-68.3% | $4,438-75.8% | $4,528-76.3% |
| Admin fee / account holder | $2,897 | $319+808.7% | $5,614-48.4% | $348+732.9% |