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 | $2,077 | $29,660-93.0% | $56,411-96.3% | $80,856-97.4% |
| Participation rate | 38.3% | 41.6%-3.3pp | 52.5%-14.2pp | 67.6%-29.3pp |
| Annual return | 5.64% | 35.23%-29.6pp | 1701.33%-1695.7pp | 35.59%-30.0pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $869 | $1,226-29.1% | $1,952-55.5% | $4,296-79.8% |
| Admin fee / account holder | $570 | $2,428-76.5% | $2,829-79.8% | $6,918-91.8% |