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 | $60,022-77.8% | $88,946-85.0% | $84,808-84.3% |
| Participation rate | 68.7% | 57.8%+10.8pp | 68.8%-0.2pp | 68.3%+0.4pp |
| Annual return | 12.61% | 22.43%-9.8pp | 57.82%-45.2pp | 40.90%-28.3pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,246 | $3,114-27.9% | $4,581-51.0% | $4,212-46.7% |
| Admin fee / account holder | $699 | $4,811-85.5% | $8,261-91.5% | $7,344-90.5% |