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 | $90,236 | $109,413-17.5% | $156,263-42.3% | $84,808+6.4% |
| Participation rate | 42.2% | 72.7%-30.5pp | 78.9%-36.7pp | 68.3%-26.1pp |
| Annual return | 9.38% | 20.18%-10.8pp | 59.47%-50.1pp | 40.90%-31.5pp |
| Employer contribution / active EE | $290 | $2,907-90.0% | $4,333-93.3% | $2,631-89.0% |
| Participant deferral / active EE | $3,711 | $4,590-19.1% | $6,158-39.7% | $4,212-11.9% |
| Admin fee / account holder | $3,378 | $9,357-63.9% | $14,255-76.3% | $7,344-54.0% |