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 | $39,941 | $47,848-16.5% | $81,478-51.0% | $70,131-43.0% |
| Participation rate | 22.6% | 58.3%-35.7pp | 68.0%-45.4pp | 69.5%-47.0pp |
| Annual return | 8.37% | 27.25%-18.9pp | 38.78%-30.4pp | 73.14%-64.8pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,557 | $2,453-36.5% | $3,537-56.0% | $3,332-53.3% |
| Admin fee / account holder | $3,587 | $3,145+14.1% | $4,561-21.4% | $4,645-22.8% |