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 | $27,629 | $70,669-60.9% | $169,368-83.7% | $75,163-63.2% |
| Participation rate | 20.5% | 64.8%-44.3pp | 77.1%-56.6pp | 67.2%-46.7pp |
| Annual return | 9.41% | 36.36%-26.9pp | 405.60%-396.2pp | 160.62%-151.2pp |
| Employer contribution / active EE | $113 | $2,211-94.9% | $4,013-97.2% | $2,670-95.8% |
| Participant deferral / active EE | $1,791 | $4,311-58.5% | $6,221-71.2% | $4,125-56.6% |
| Admin fee / account holder | $5,125 | $5,402-5.1% | $9,003-43.1% | $5,651-9.3% |