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 | $21,155 | $85,202-75.2% | $172,739-87.8% | $72,985-71.0% |
| Participation rate | 52.4% | 70.1%-17.7pp | 82.6%-30.3pp | 69.5%-17.1pp |
| Annual return | 15.48% | 27.32%-11.8pp | 802.84%-787.4pp | 81.00%-65.5pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,502 | $3,260-53.9% | $5,198-71.1% | $3,607-58.4% |
| Admin fee / account holder | $1,723 | $5,884-70.7% | $13,954-87.6% | $5,124-66.4% |