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 | $90,975 | $67,411+35.0% | $91,0010% | $70,131+29.7% |
| Participation rate | 64.4% | 71.4%-6.9pp | 75.6%-11.2pp | 69.5%-5.1pp |
| Annual return | 12.43% | -40.16%+52.6pp | 4.60%+7.8pp | 73.14%-60.7pp |
| Employer contribution / active EE | $2 | $1,786-99.9% | $2,456-99.9% | $2,342-99.9% |
| Participant deferral / active EE | $2,219 | $2,823-21.4% | $3,547-37.5% | $3,332-33.4% |
| Admin fee / account holder | $1,213 | $4,236-71.4% | $5,417-77.6% | $4,645-73.9% |