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 10-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 | $61,862 | $93,571-33.9% | $135,903-54.5% | $75,163-17.7% |
| Participation rate | 59.5% | 75.2%-15.7pp | 81.9%-22.4pp | 67.2%-7.7pp |
| Annual return | 14.61% | 30.90%-16.3pp | 68.23%-53.6pp | 160.62%-146.0pp |
| Employer contribution / active EE | $735 | $3,537-79.2% | $4,856-84.9% | $2,670-72.5% |
| Participant deferral / active EE | $4,429 | $6,404-30.8% | $7,758-42.9% | $4,125+7.4% |
| Admin fee / account holder | $5,526 | $6,975-20.8% | $10,762-48.7% | $5,651-2.2% |