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 | $11,328 | $60,892-81.4% | $82,389-86.3% | $84,808-86.6% |
| Participation rate | 21.3% | 63.3%-42.0pp | 69.5%-48.2pp | 68.3%-47.0pp |
| Annual return | 6.24% | 37.29%-31.1pp | 28.67%-22.4pp | 40.90%-34.7pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,087 | $3,179-65.8% | $4,155-73.8% | $4,212-74.2% |
| Admin fee / account holder | $1,675 | $5,467-69.4% | $7,231-76.8% | $7,344-77.2% |