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 | $46,380 | $56,897-18.5% | $84,750-45.3% | $62,891-26.3% |
| Participation rate | 21.4% | 68.5%-47.1pp | 76.6%-55.2pp | 69.3%-47.9pp |
| Annual return | -2.17% | 6.30%-8.5pp | 22.78%-25.0pp | 20.14%-22.3pp |
| Employer contribution / active EE | $49 | $2,400-98.0% | $3,574-98.6% | $2,281-97.9% |
| Participant deferral / active EE | $1,823 | $2,709-32.7% | $3,712-50.9% | $3,203-43.1% |
| Admin fee / account holder | $9,494 | $3,581+165.1% | $5,332+78.0% | $4,296+121.0% |