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 5-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 | $20,650 | $80,717-74.4% | $154,803-86.7% | $84,808-75.7% |
| Participation rate | 20.9% | 66.8%-45.9pp | 78.1%-57.2pp | 68.3%-47.4pp |
| Annual return | 11.94% | 37.96%-26.0pp | 58.88%-46.9pp | 40.90%-29.0pp |
| Employer contribution / active EE | $98 | $2,761-96.5% | $4,305-97.7% | $2,631-96.3% |
| Participant deferral / active EE | $2,125 | $3,303-35.7% | $5,540-61.6% | $4,212-49.5% |
| Admin fee / account holder | $1,274 | $6,746-81.1% | $14,329-91.1% | $7,344-82.7% |