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 7-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 | $29,645 | $56,053-47.1% | $75,972-61.0% | $80,856-63.3% |
| Participation rate | 46.8% | 62.0%-15.3pp | 69.1%-22.3pp | 67.6%-20.9pp |
| Annual return | 8.73% | 20.53%-11.8pp | 359.55%-350.8pp | 35.59%-26.9pp |
| Employer contribution / active EE | $191 | $1,874-89.8% | $2,685-92.9% | $2,755-93.1% |
| Participant deferral / active EE | $2,311 | $3,052-24.3% | $4,255-45.7% | $4,296-46.2% |
| Admin fee / account holder | $2,144 | $5,234-59.0% | $6,467-66.8% | $6,918-69.0% |