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 | $72,643 | $80,968-10.3% | $96,544-24.8% | $75,163-3.4% |
| Participation rate | 51.6% | 71.8%-20.2pp | 76.0%-24.4pp | 67.2%-15.6pp |
| Annual return | 11.08% | 27.06%-16.0pp | 25.84%-14.8pp | 160.62%-149.5pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,982 | $3,928-24.1% | $4,851-38.5% | $4,125-27.7% |
| Admin fee / account holder | $5,406 | $6,724-19.6% | $8,252-34.5% | $5,651-4.3% |