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 10-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 | $34,116 | $48,230-29.3% | $67,502-49.5% | $80,856-57.8% |
| Participation rate | 40.7% | 66.4%-25.6pp | 72.9%-32.1pp | 67.6%-26.9pp |
| Annual return | 9.41% | 18.28%-8.9pp | 3512.12%-3502.7pp | 35.59%-26.2pp |
| Employer contribution / active EE | $164 | $2,020-91.9% | $2,731-94.0% | $2,755-94.1% |
| Participant deferral / active EE | $1,026 | $2,924-64.9% | $4,000-74.4% | $4,296-76.1% |
| Admin fee / account holder | $4,146 | $3,681+12.6% | $3,998+3.7% | $6,918-40.1% |