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 | $51,840 | $95,416-45.7% | $185,823-72.1% | $85,850-39.6% |
| Participation rate | 31.0% | 68.8%-37.8pp | 81.7%-50.7pp | 69.3%-38.4pp |
| Annual return | 11.33% | 23.59%-12.3pp | 122.05%-110.7pp | 318.53%-307.2pp |
| Employer contribution / active EE | $255 | $3,314-92.3% | $5,167-95.1% | $2,565-90.1% |
| Participant deferral / active EE | $2,114 | $3,423-38.2% | $5,568-62.0% | $3,952-46.5% |
| Admin fee / account holder | $943 | $7,213-86.9% | $16,237-94.2% | $6,260-84.9% |