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 | $38,551 | $84,233-54.2% | $170,442-77.4% | $70,131-45.0% |
| Participation rate | 39.3% | 70.8%-31.5pp | 83.6%-44.3pp | 69.5%-30.3pp |
| Annual return | 8.18% | 23.06%-14.9pp | 205.93%-197.7pp | 73.14%-65.0pp |
| Employer contribution / active EE | $316 | $3,387-90.7% | $5,433-94.2% | $2,342-86.5% |
| Participant deferral / active EE | $902 | $3,086-70.8% | $4,939-81.7% | $3,332-72.9% |
| Admin fee / account holder | $9,472 | $5,698+66.2% | $13,880-31.8% | $4,645+103.9% |