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 | $32,325 | $54,705-40.9% | $71,209-54.6% | $84,808-61.9% |
| Participation rate | 25.0% | 64.1%-39.1pp | 73.8%-48.8pp | 68.3%-43.3pp |
| Annual return | 7.09% | 35.90%-28.8pp | 282.51%-275.4pp | 40.90%-33.8pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,719 | $3,030-43.3% | $4,175-58.8% | $4,212-59.2% |
| Admin fee / account holder | $742 | $4,863-84.7% | $5,349-86.1% | $7,344-89.9% |