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 | $12,943 | $57,590-77.5% | $86,233-85.0% | $82,448-84.3% |
| Participation rate | 15.6% | 57.9%-42.3pp | 69.0%-53.4pp | 68.1%-52.5pp |
| Annual return | -11.86% | 22.41%-34.3pp | 61.39%-73.2pp | 41.64%-53.5pp |
| Employer contribution / active EE | $215 | $1,655-87.0% | $2,504-91.4% | $2,551-91.6% |
| Participant deferral / active EE | $1,263 | $3,080-59.0% | $4,559-72.3% | $4,139-69.5% |
| Admin fee / account holder | $1,614 | $4,730-65.9% | $8,342-80.6% | $7,234-77.7% |