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 | $39,520 | $68,547-42.3% | $120,354-67.2% | $80,856-51.1% |
| Participation rate | 27.6% | 61.6%-34.0pp | 71.9%-44.3pp | 67.6%-40.1pp |
| Annual return | 9.80% | 23.60%-13.8pp | 107.15%-97.3pp | 35.59%-25.8pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $3,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,763 | $3,173-44.5% | $4,991-64.7% | $4,296-59.0% |
| Admin fee / account holder | $2,575 | $5,732-55.1% | $9,423-72.7% | $6,918-62.8% |