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 9-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 | $30,712 | $74,888-59.0% | $71,209-56.9% | $142,382-78.4% |
| Participation rate | 53.3% | 76.2%-22.9pp | 73.8%-20.4pp | 80.1%-26.8pp |
| Annual return | 12.94% | 345.14%-332.2pp | 282.51%-269.6pp | 217.08%-204.1pp |
| Employer contribution / active EE | $274 | $2,854-90.4% | $2,721-89.9% | $4,299-93.6% |
| Participant deferral / active EE | $2,112 | $4,454-52.6% | $4,175-49.4% | $6,507-67.5% |
| Admin fee / account holder | $4,619 | $5,568-17.0% | $5,349-13.6% | $12,624-63.4% |