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 5-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 | $28,371 | $53,165-46.6% | $86,188-67.1% | $74,419-61.9% |
| Participation rate | 27.8% | 64.9%-37.1pp | 69.0%-41.2pp | 70.7%-43.0pp |
| Annual return | 11.08% | 22.64%-11.6pp | 1168.45%-1157.4pp | 34.38%-23.3pp |
| Employer contribution / active EE | $262 | $1,210-78.4% | $2,380-89.0% | $2,637-90.1% |
| Participant deferral / active EE | $1,941 | $3,234-40.0% | $3,985-51.3% | $4,528-57.1% |
| Admin fee / account holder | $7,141 | $551+1195.0% | $6,852+4.2% | $348+1952.9% |