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 | $25,188 | $81,248-69.0% | $155,509-83.8% | $80,856-68.8% |
| Participation rate | 18.8% | 66.2%-47.4pp | 78.2%-59.4pp | 67.6%-48.8pp |
| Annual return | 9.47% | 33.31%-23.8pp | 64.67%-55.2pp | 35.59%-26.1pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,620 | $3,452-53.1% | $5,626-71.2% | $4,296-62.3% |
| Admin fee / account holder | $1,101 | $7,997-86.2% | $15,912-93.1% | $6,918-84.1% |