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 | $48,354 | $70,428-31.3% | $96,562-49.9% | $85,850-43.7% |
| Participation rate | 39.5% | 61.8%-22.3pp | 69.8%-30.3pp | 69.3%-29.8pp |
| Annual return | 10.77% | 18.59%-7.8pp | 37.78%-27.0pp | 318.53%-307.8pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,565 | $2,894-45.9% | $3,849-59.3% | $3,952-60.4% |
| Admin fee / account holder | $5,413 | $4,997+8.3% | $6,181-12.4% | $6,260-13.5% |