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 8-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 | $30,930 | $91,190-66.1% | $178,490-82.7% | $79,858-61.3% |
| Participation rate | 49.1% | 69.2%-20.1pp | 81.9%-32.9pp | 69.6%-20.6pp |
| Annual return | 8.80% | 24.19%-15.4pp | 151.07%-142.3pp | 31.71%-22.9pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,314 | $3,236-28.5% | $5,202-55.5% | $3,740-38.1% |
| Admin fee / account holder | $4,116 | $6,751-39.0% | $13,984-70.6% | $5,306-22.4% |