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 9-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 | $74,063 | $111,814-33.8% | $103,374-28.4% | $145,959-49.3% |
| Participation rate | 31.3% | 77.9%-46.7pp | 74.5%-43.3pp | 80.3%-49.0pp |
| Annual return | 6.44% | 24.77%-18.3pp | 24.89%-18.5pp | 561.95%-555.5pp |
| Employer contribution / active EE | $690 | $4,214-83.6% | $3,869-82.2% | $4,661-85.2% |
| Participant deferral / active EE | $2,172 | $5,618-61.3% | $5,058-57.1% | $6,689-67.5% |
| Admin fee / account holder | $450 | $9,754-95.4% | $8,394-94.6% | $13,398-96.6% |