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 | $22,826 | $77,899-70.7% | $149,673-84.7% | $75,163-69.6% |
| Participation rate | 48.1% | 65.6%-17.4pp | 78.8%-30.6pp | 67.2%-19.0pp |
| Annual return | 9.30% | 31.72%-22.4pp | 134.42%-125.1pp | 160.62%-151.3pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,665 | $3,411-51.2% | $5,680-70.7% | $4,125-59.6% |
| Admin fee / account holder | $676 | $5,956-88.7% | $13,210-94.9% | $5,651-88.0% |