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 | $42,245 | $60,323-30.0% | $81,812-48.4% | $74,495-43.3% |
| Participation rate | 24.6% | 62.9%-38.2pp | 72.3%-47.7pp | 67.2%-42.6pp |
| Annual return | 8.45% | 16.90%-8.5pp | 773.79%-765.3pp | 1364.94%-1356.5pp |
| Employer contribution / active EE | $261 | $2,620-90.0% | $2,912-91.0% | $2,623-90.0% |
| Participant deferral / active EE | $976 | $3,387-71.2% | $4,319-77.4% | $4,346-77.5% |
| Admin fee / account holder | $4,148 | $1,486+179.2% | $7,386-43.8% | $1,942+113.6% |