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 | $34,756 | $88,672-60.8% | $105,223-67.0% | $82,448-57.8% |
| Participation rate | 49.3% | 67.9%-18.7pp | 75.0%-25.8pp | 68.1%-18.8pp |
| Annual return | 10.49% | 30.86%-20.4pp | 180.65%-170.2pp | 41.64%-31.1pp |
| Employer contribution / active EE | $544 | $3,048-82.1% | $3,689-85.2% | $2,551-78.7% |
| Participant deferral / active EE | $1,731 | $4,036-57.1% | $5,072-65.9% | $4,139-58.2% |
| Admin fee / account holder | $4,375 | $7,146-38.8% | $8,859-50.6% | $7,234-39.5% |