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 6-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 | $66,335 | $89,753-26.1% | $107,525-38.3% | $84,808-21.8% |
| Participation rate | 17.9% | 68.1%-50.2pp | 75.1%-57.2pp | 68.3%-50.5pp |
| Annual return | 11.77% | 29.48%-17.7pp | 181.32%-169.5pp | 40.90%-29.1pp |
| Employer contribution / active EE | $612 | $3,113-80.3% | $3,754-83.7% | $2,631-76.7% |
| Participant deferral / active EE | $2,012 | $4,056-50.4% | $5,116-60.7% | $4,212-52.2% |
| Admin fee / account holder | $1,499 | $7,222-79.2% | $8,919-83.2% | $7,344-79.6% |