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 | $39,632 | $153,311-74.1% | $109,313-63.7% | $273,961-85.5% |
| Participation rate | 55.6% | 80.1%-24.5pp | 71.3%-15.7pp | 83.0%-27.5pp |
| Annual return | -0.42% | 29.86%-30.3pp | 22.07%-22.5pp | 41.45%-41.9pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,579 | $3,932-34.4% | $3,166-18.6% | $5,287-51.2% |
| Admin fee / account holder | $342 | $8,076-95.8% | $5,666-94.0% | $10,132-96.6% |