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 4-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 | $2,938 | $29,660-90.1% | $56,411-94.8% | $80,856-96.4% |
| Participation rate | 53.2% | 41.6%+11.5pp | 52.5%+0.7pp | 67.6%-14.4pp |
| Annual return | 8.62% | 35.23%-26.6pp | 1701.33%-1692.7pp | 35.59%-27.0pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,704 | $1,226+39.0% | $1,952-12.7% | $4,296-60.3% |
| Admin fee / account holder | $494 | $2,428-79.7% | $2,829-82.5% | $6,918-92.9% |