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 8-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 | $13,055 | $111,724-88.3% | $93,606-86.1% | $145,922-91.1% |
| Participation rate | 42.9% | 74.2%-31.4pp | 68.7%-25.9pp | 80.3%-37.4pp |
| Annual return | 2.19% | 202.98%-200.8pp | 133.20%-131.0pp | 561.29%-559.1pp |
| Employer contribution / active EE | $349 | $3,090-88.7% | $2,420-85.6% | $4,660-92.5% |
| Participant deferral / active EE | $1,876 | $4,912-61.8% | $4,411-57.5% | $6,688-72.0% |
| Admin fee / account holder | $3,783 | $10,250-63.1% | $8,285-54.3% | $13,397-71.8% |