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 | $29,704 | $73,787-59.7% | $98,716-69.9% | $82,448-64.0% |
| Participation rate | 40.5% | 61.4%-20.9pp | 69.3%-28.8pp | 68.1%-27.5pp |
| Annual return | 11.20% | 18.57%-7.4pp | 31.81%-20.6pp | 41.64%-30.4pp |
| Employer contribution / active EE | $180 | $1,511-88.1% | $2,279-92.1% | $2,551-93.0% |
| Participant deferral / active EE | $2,323 | $3,081-24.6% | $4,048-42.6% | $4,139-43.9% |
| Admin fee / account holder | $2,288 | $6,500-64.8% | $8,703-73.7% | $7,234-68.4% |