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 6-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 | $15,747 | $55,415-71.6% | $155,509-89.9% | $74,495-78.9% |
| Participation rate | 42.2% | 61.9%-19.7pp | 78.2%-35.9pp | 67.2%-25.0pp |
| Annual return | 10.99% | 268.50%-257.5pp | 64.67%-53.7pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $232 | $2,267-89.8% | $4,672-95.0% | $2,623-91.2% |
| Participant deferral / active EE | $1,445 | $2,836-49.1% | $5,626-74.3% | $4,346-66.8% |
| Admin fee / account holder | $1,869 | $1,738+7.5% | $15,912-88.3% | $1,942-3.8% |