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 | $33,755 | $37,426-9.8% | $77,482-56.4% | $79,858-57.7% |
| Participation rate | 21.3% | 41.5%-20.2pp | 54.2%-32.9pp | 69.6%-48.4pp |
| Annual return | 9.39% | 39.70%-30.3pp | 54.79%-45.4pp | 31.71%-22.3pp |
| Employer contribution / active EE | $6 | $637-99.0% | $986-99.3% | $2,471-99.7% |
| Participant deferral / active EE | $746 | $1,260-40.8% | $1,861-59.9% | $3,740-80.0% |
| Admin fee / account holder | $5,858 | $2,504+133.9% | $2,858+105.0% | $5,306+10.4% |