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 8-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 | $30,796 | $101,724-69.7% | $164,813-81.3% | $80,856-61.9% |
| Participation rate | 41.7% | 71.8%-30.2pp | 78.6%-36.9pp | 67.6%-26.0pp |
| Annual return | 1.98% | 16.72%-14.7pp | 69.93%-68.0pp | 35.59%-33.6pp |
| Employer contribution / active EE | $477 | $2,953-83.9% | $4,341-89.0% | $2,755-82.7% |
| Participant deferral / active EE | $3,850 | $4,477-14.0% | $6,031-36.2% | $4,296-10.4% |
| Admin fee / account holder | $6,022 | $8,227-26.8% | $12,690-52.5% | $6,918-13.0% |