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 8-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 | $23,378 | $81,248-71.2% | $155,509-85.0% | $80,856-71.1% |
| Participation rate | 28.4% | 66.2%-37.9pp | 78.2%-49.8pp | 67.6%-39.3pp |
| Annual return | 10.10% | 33.31%-23.2pp | 64.67%-54.6pp | 35.59%-25.5pp |
| Employer contribution / active EE | $89 | $3,100-97.1% | $4,672-98.1% | $2,755-96.8% |
| Participant deferral / active EE | $1,118 | $3,452-67.6% | $5,626-80.1% | $4,296-74.0% |
| Admin fee / account holder | $996 | $7,997-87.5% | $15,912-93.7% | $6,918-85.6% |