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 | $101,267 | $124,281-18.5% | $109,143-7.2% | $167,490-39.5% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.9%-15.9pp | 82.1%-22.1pp |
| Annual return | 6.39% | 26.04%-19.6pp | 25.75%-19.4pp | 478.56%-472.2pp |
| Employer contribution / active EE | $368 | $4,207-91.2% | $3,722-90.1% | $4,837-92.4% |
| Participant deferral / active EE | $3,806 | $5,255-27.6% | $4,653-18.2% | $6,341-40.0% |
| Admin fee / account holder | $697 | $7,970-91.3% | $6,752-89.7% | $12,309-94.3% |