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 | $13,080 | $51,576-74.6% | $129,207-89.9% | $80,856-83.8% |
| Participation rate | 16.0% | 57.0%-41.0pp | 69.6%-53.7pp | 67.6%-51.7pp |
| Annual return | 1.21% | 20.81%-19.6pp | 9417.33%-9416.1pp | 35.59%-34.4pp |
| Employer contribution / active EE | $277 | $1,584-82.5% | $4,153-93.3% | $2,755-89.9% |
| Participant deferral / active EE | $961 | $2,669-64.0% | $4,168-77.0% | $4,296-77.6% |
| Admin fee / account holder | $1,440 | $4,305-66.5% | $7,715-81.3% | $6,918-79.2% |