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 | $21,135 | $30,400-30.5% | $53,898-60.8% | $84,808-75.1% |
| Participation rate | 4.1% | 46.4%-42.4pp | 55.0%-50.9pp | 68.3%-64.3pp |
| Annual return | 12.87% | 500.19%-487.3pp | 528.60%-515.7pp | 40.90%-28.0pp |
| Employer contribution / active EE | $53 | $603-91.1% | $932-94.3% | $2,631-98.0% |
| Participant deferral / active EE | $482 | $1,199-59.8% | $1,826-73.6% | $4,212-88.6% |
| Admin fee / account holder | $1,412 | $1,993-29.2% | $2,491-43.3% | $7,344-80.8% |