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 | $66,222 | $57,065+16.0% | $75,670-12.5% | $70,131-5.6% |
| Participation rate | 49.2% | 68.1%-18.9pp | 72.3%-23.2pp | 69.5%-20.4pp |
| Annual return | 11.09% | 23.57%-12.5pp | 27.34%-16.3pp | 73.14%-62.1pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,926 | $2,580-25.3% | $3,142-38.7% | $3,332-42.2% |
| Admin fee / account holder | $1,779 | $3,825-53.5% | $5,800-69.3% | $4,645-61.7% |