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 | $84,632 | $102,317-17.3% | $146,958-42.4% | $80,856+4.7% |
| Participation rate | 48.0% | 75.8%-27.8pp | 82.2%-34.2pp | 67.6%-19.6pp |
| Annual return | 6.58% | 134.76%-128.2pp | 418.34%-411.8pp | 35.59%-29.0pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,492 | $6,644-47.4% | $8,070-56.7% | $4,296-18.7% |
| Admin fee / account holder | $554 | $7,941-93.0% | $12,998-95.7% | $6,918-92.0% |