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 | $40,787 | $56,053-27.2% | $75,972-46.3% | $80,856-49.6% |
| Participation rate | 27.8% | 62.0%-34.3pp | 69.1%-41.3pp | 67.6%-39.9pp |
| Annual return | 9.27% | 20.53%-11.3pp | 359.55%-350.3pp | 35.59%-26.3pp |
| Employer contribution / active EE | $207 | $1,874-88.9% | $2,685-92.3% | $2,755-92.5% |
| Participant deferral / active EE | $3,167 | $3,052+3.8% | $4,255-25.6% | $4,296-26.3% |
| Admin fee / account holder | $25,048 | $5,234+378.6% | $6,467+287.3% | $6,918+262.1% |