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 | $73,405 | $81,460-9.9% | $103,333-29.0% | $80,856-9.2% |
| Participation rate | 52.8% | 66.8%-14.1pp | 74.5%-21.7pp | 67.6%-14.9pp |
| Annual return | 9.85% | 25.55%-15.7pp | 24.88%-15.0pp | 35.59%-25.7pp |
| Employer contribution / active EE | $667 | $3,105-78.5% | $3,868-82.8% | $2,755-75.8% |
| Participant deferral / active EE | $3,618 | $3,869-6.5% | $5,057-28.5% | $4,296-15.8% |
| Admin fee / account holder | $6,410 | $6,566-2.4% | $8,355-23.3% | $6,918-7.3% |