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 | $9,615 | $30,400-68.4% | $53,898-82.2% | $84,808-88.7% |
| Participation rate | 12.8% | 46.4%-33.6pp | 55.0%-42.1pp | 68.3%-55.5pp |
| Annual return | 8.75% | 500.19%-491.4pp | 528.60%-519.9pp | 40.90%-32.1pp |
| Employer contribution / active EE | $63 | $603-89.6% | $932-93.3% | $2,631-97.6% |
| Participant deferral / active EE | $423 | $1,199-64.7% | $1,826-76.9% | $4,212-90.0% |
| Admin fee / account holder | $783 | $1,993-60.7% | $2,491-68.6% | $7,344-89.3% |