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 7-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 | $4,999 | $54,705-90.9% | $71,209-93.0% | $84,808-94.1% |
| Participation rate | 60.5% | 64.1%-3.5pp | 73.8%-13.2pp | 68.3%-7.8pp |
| Annual return | 13.02% | 35.90%-22.9pp | 282.51%-269.5pp | 40.90%-27.9pp |
| Employer contribution / active EE | $247 | $2,158-88.6% | $2,721-90.9% | $2,631-90.6% |
| Participant deferral / active EE | $698 | $3,030-77.0% | $4,175-83.3% | $4,212-83.4% |
| Admin fee / account holder | $841 | $4,863-82.7% | $5,349-84.3% | $7,344-88.5% |