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 | $11,314 | $49,173-77.0% | $121,098-90.7% | $75,163-84.9% |
| Participation rate | 14.6% | 55.4%-40.8pp | 69.5%-54.9pp | 67.2%-52.6pp |
| Annual return | 12.38% | 55.99%-43.6pp | 985.75%-973.4pp | 160.62%-148.2pp |
| Employer contribution / active EE | $281 | $1,546-81.8% | $4,164-93.3% | $2,670-89.5% |
| Participant deferral / active EE | $1,145 | $2,628-56.4% | $4,080-71.9% | $4,125-72.2% |
| Admin fee / account holder | $1,113 | $3,942-71.8% | $5,644-80.3% | $5,651-80.3% |