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 | $23,608 | $31,310-24.6% | $53,898-56.2% | $74,304-68.2% |
| Participation rate | 6.3% | 30.7%-24.3pp | 55.0%-48.6pp | 60.3%-54.0pp |
| Annual return | 2.24% | 23.16%-20.9pp | 528.60%-526.4pp | 29.43%-27.2pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $470 | $934-49.6% | $1,826-74.2% | $3,767-87.5% |
| Admin fee / account holder | $2,604 | $2,175+19.7% | $2,491+4.6% | $2,969-12.3% |