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 | $24,074 | $65,908-63.5% | $81,812-70.6% | $77,643-69.0% |
| Participation rate | 21.6% | 65.8%-44.2pp | 72.3%-50.8pp | 70.6%-49.0pp |
| Annual return | 7.32% | 26.64%-19.3pp | 773.79%-766.5pp | 31.24%-23.9pp |
| Employer contribution / active EE | $88 | $2,370-96.3% | $2,912-97.0% | $2,726-96.8% |
| Participant deferral / active EE | $978 | $3,505-72.1% | $4,319-77.3% | $4,647-78.9% |
| Admin fee / account holder | $5,407 | $526+927.3% | $7,386-26.8% | $430+1156.2% |