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 | $9,616 | $80,717-88.1% | $154,803-93.8% | $84,808-88.7% |
| Participation rate | 29.7% | 66.8%-37.1pp | 78.1%-48.3pp | 68.3%-38.6pp |
| Annual return | 7.80% | 37.96%-30.2pp | 58.88%-51.1pp | 40.90%-33.1pp |
| Employer contribution / active EE | $249 | $2,761-91.0% | $4,305-94.2% | $2,631-90.6% |
| Participant deferral / active EE | $1,166 | $3,303-64.7% | $5,540-79.0% | $4,212-72.3% |
| Admin fee / account holder | $818 | $6,746-87.9% | $14,329-94.3% | $7,344-88.9% |