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 7-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 | $22,905 | $60,022-61.8% | $88,946-74.2% | $84,808-73.0% |
| Participation rate | 46.4% | 57.8%-11.4pp | 68.8%-22.4pp | 68.3%-21.9pp |
| Annual return | 12.22% | 22.43%-10.2pp | 57.82%-45.6pp | 40.90%-28.7pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,036 | $3,114-34.6% | $4,581-55.6% | $4,212-51.7% |
| Admin fee / account holder | $318 | $4,811-93.4% | $8,261-96.2% | $7,344-95.7% |