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 | $75,276 | $49,227+52.9% | $70,449+6.9% | $79,858-5.7% |
| Participation rate | 21.1% | 69.2%-48.1pp | 75.1%-54.0pp | 69.6%-48.6pp |
| Annual return | 3.47% | 30.06%-26.6pp | 109.03%-105.6pp | 31.71%-28.2pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,452 | $2,768-11.4% | $3,709-33.9% | $3,740-34.4% |
| Admin fee / account holder | $3,874 | $2,878+34.6% | $3,845+0.8% | $5,306-27.0% |