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 3-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 | $41,897 | $102,317-59.1% | $146,958-71.5% | $80,856-48.2% |
| Participation rate | 43.0% | 75.8%-32.8pp | 82.2%-39.1pp | 67.6%-24.6pp |
| Annual return | 10.42% | 134.76%-124.3pp | 418.34%-407.9pp | 35.59%-25.2pp |
| Employer contribution / active EE | $700 | $3,713-81.2% | $4,933-85.8% | $2,755-74.6% |
| Participant deferral / active EE | $3,610 | $6,644-45.7% | $8,070-55.3% | $4,296-16.0% |
| Admin fee / account holder | $6,334 | $7,941-20.2% | $12,998-51.3% | $6,918-8.4% |