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 4-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 | $17,599 | $34,932-49.6% | $56,441-68.8% | $74,546-76.4% |
| Participation rate | 18.6% | 32.9%-14.2pp | 52.5%-33.9pp | 67.2%-48.6pp |
| Annual return | 10.46% | 24.90%-14.4pp | 1704.21%-1693.7pp | 1366.03%-1355.6pp |
| Employer contribution / active EE | $97 | $608-84.1% | $1,039-90.7% | $2,624-96.3% |
| Participant deferral / active EE | $464 | $1,173-60.4% | $1,953-76.2% | $4,347-89.3% |
| Admin fee / account holder | $1,514 | $2,359-35.8% | $2,829-46.5% | $1,944-22.1% |