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 7-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 | $8,722 | $51,175-83.0% | $70,515-87.6% | $75,163-88.4% |
| Participation rate | 28.3% | 60.9%-32.6pp | 68.3%-40.0pp | 67.2%-38.9pp |
| Annual return | 6.12% | 30.02%-23.9pp | 32.77%-26.7pp | 160.62%-154.5pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,973-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,516 | $2,849-46.8% | $4,567-66.8% | $4,125-63.2% |
| Admin fee / account holder | $1,986 | $4,091-51.5% | $6,412-69.0% | $5,651-64.9% |