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 | $59,347 | $94,625-37.3% | $116,228-48.9% | $84,808-30.0% |
| Participation rate | 37.1% | 70.4%-33.4pp | 74.6%-37.5pp | 68.3%-31.2pp |
| Annual return | 10.43% | 20.40%-10.0pp | 90.06%-79.6pp | 40.90%-30.5pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,005 | $3,972-49.5% | $4,953-59.5% | $4,212-52.4% |
| Admin fee / account holder | $6,015 | $10,091-40.4% | $11,989-49.8% | $7,344-18.1% |