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 3-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 | $71,295 | $48,277+47.7% | $67,511+5.6% | $80,874-11.8% |
| Participation rate | 11.1% | 66.4%-55.3pp | 72.9%-61.8pp | 67.6%-56.5pp |
| Annual return | 5.68% | 18.27%-12.6pp | 3517.41%-3511.7pp | 35.62%-29.9pp |
| Employer contribution / active EE | $185 | $2,021-90.8% | $2,733-93.2% | $2,756-93.3% |
| Participant deferral / active EE | $2,259 | $2,926-22.8% | $4,000-43.5% | $4,297-47.4% |
| Admin fee / account holder | $309 | $3,687-91.6% | $3,999-92.3% | $6,935-95.5% |