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 | $57,590-60.2% | $86,233-73.4% | $82,448-72.2% |
| Participation rate | 46.4% | 57.9%-11.4pp | 69.0%-22.6pp | 68.1%-21.6pp |
| Annual return | 12.22% | 22.41%-10.2pp | 61.39%-49.2pp | 41.64%-29.4pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,036 | $3,080-33.9% | $4,559-55.3% | $4,139-50.8% |
| Admin fee / account holder | $318 | $4,730-93.3% | $8,342-96.2% | $7,234-95.6% |