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 | $33,820 | $81,233-58.4% | $155,567-78.3% | $80,874-58.2% |
| Participation rate | 23.4% | 66.2%-42.8pp | 78.2%-54.8pp | 67.6%-44.2pp |
| Annual return | 8.88% | 33.33%-24.4pp | 64.74%-55.9pp | 35.62%-26.7pp |
| Employer contribution / active EE | $321 | $3,101-89.6% | $4,674-93.1% | $2,756-88.3% |
| Participant deferral / active EE | $1,519 | $3,452-56.0% | $5,628-73.0% | $4,297-64.7% |
| Admin fee / account holder | $1,485 | $7,998-81.4% | $15,916-90.7% | $6,935-78.6% |