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 | $75,563 | $117,841-35.9% | $102,423-26.2% | $145,922-48.2% |
| Participation rate | 61.1% | 78.6%-17.5pp | 76.5%-15.4pp | 80.3%-19.2pp |
| Annual return | 7.46% | 31.65%-24.2pp | 29.32%-21.9pp | 561.29%-553.8pp |
| Employer contribution / active EE | $330 | $3,615-90.9% | $3,023-89.1% | $4,660-92.9% |
| Participant deferral / active EE | $1,974 | $5,731-65.6% | $5,053-60.9% | $6,688-70.5% |
| Admin fee / account holder | $897 | $13,326-93.3% | $9,451-90.5% | $13,397-93.3% |