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 9-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 | $25,319 | $45,551-44.4% | $59,878-57.7% | - |
| Participation rate | 60.6% | 69.1%-8.4pp | 74.7%-14.1pp | - |
| Annual return | -5.30% | 11.07%-16.4pp | 3.46%-8.8pp | - |
| Employer contribution / active EE | $564 | $2,465-77.1% | $2,722-79.3% | - |
| Participant deferral / active EE | $2,262 | $2,507-9.8% | $3,402-33.5% | - |
| Admin fee / account holder | $1,743 | $6,446-73.0% | $3,590-51.4% | - |