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 10-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 | $26,011 | $65,561-60.3% | $86,188-69.8% | $75,163-65.4% |
| Participation rate | 18.8% | 60.5%-41.7pp | 69.0%-50.2pp | 67.2%-48.4pp |
| Annual return | 11.00% | 46.05%-35.1pp | 1168.45%-1157.4pp | 160.62%-149.6pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,208 | $3,024-60.1% | $3,985-69.7% | $4,125-70.7% |
| Admin fee / account holder | $496 | $5,474-90.9% | $6,852-92.8% | $5,651-91.2% |