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 | $75,019 | $104,664-28.3% | $85,682-12.4% | $167,490-55.2% |
| Participation rate | 37.5% | 76.4%-38.9pp | 69.9%-32.4pp | 82.1%-44.6pp |
| Annual return | 6.12% | 21.45%-15.3pp | 21.49%-15.4pp | 478.56%-472.4pp |
| Employer contribution / active EE | $77 | $3,337-97.7% | $2,618-97.1% | $4,837-98.4% |
| Participant deferral / active EE | $6,096 | $4,824+26.4% | $3,923+55.4% | $6,341-3.9% |
| Admin fee / account holder | $4,975 | $10,032-50.4% | $6,873-27.6% | $12,309-59.6% |