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 | $61,054 | $110,257-44.6% | $96,544-36.8% | $139,434-56.2% |
| Participation rate | 64.7% | 78.1%-13.4pp | 76.0%-11.3pp | 80.3%-15.6pp |
| Annual return | 8.47% | 26.32%-17.8pp | 25.84%-17.4pp | 372.94%-364.5pp |
| Employer contribution / active EE | $434 | $3,620-88.0% | $2,965-85.4% | $4,751-90.9% |
| Participant deferral / active EE | $2,341 | $5,548-57.8% | $4,851-51.7% | $6,710-65.1% |
| Admin fee / account holder | $3,273 | $11,591-71.8% | $8,252-60.3% | $11,403-71.3% |