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 6-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 | $37,264 | $89,753-58.5% | $107,525-65.3% | $84,808-56.1% |
| Participation rate | 41.9% | 68.1%-26.2pp | 75.1%-33.2pp | 68.3%-26.5pp |
| Annual return | 8.92% | 29.48%-20.6pp | 181.32%-172.4pp | 40.90%-32.0pp |
| Employer contribution / active EE | $763 | $3,113-75.5% | $3,754-79.7% | $2,631-71.0% |
| Participant deferral / active EE | $2,885 | $4,056-28.9% | $5,116-43.6% | $4,212-31.5% |
| Admin fee / account holder | $4,077 | $7,222-43.6% | $8,919-54.3% | $7,344-44.5% |