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 3-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 | $2,435 | $29,051-91.6% | $52,425-95.4% | $67,986-96.4% |
| Participation rate | 66.7% | 30.4%+36.2pp | 55.6%+11.0pp | 57.2%+9.5pp |
| Annual return | 13.65% | 24.00%-10.3pp | 302.12%-288.5pp | 31.67%-18.0pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $909 | $873+4.1% | $1,790-49.2% | $3,358-72.9% |
| Admin fee / account holder | $591 | $2,113-72.0% | $2,495-76.3% | $3,203-81.6% |