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 | $13,337 | $57,590-76.8% | $86,233-84.5% | $82,448-83.8% |
| Participation rate | 68.7% | 57.9%+10.8pp | 69.0%-0.3pp | 68.1%+0.6pp |
| Annual return | 12.61% | 22.41%-9.8pp | 61.39%-48.8pp | 41.64%-29.0pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,246 | $3,080-27.1% | $4,559-50.7% | $4,139-45.7% |
| Admin fee / account holder | $699 | $4,730-85.2% | $8,342-91.6% | $7,234-90.3% |