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 | $61,394 | $58,577+4.8% | $83,333-26.3% | $64,186-4.3% |
| Participation rate | 55.6% | 72.0%-16.5pp | 77.8%-22.2pp | 69.6%-14.0pp |
| Annual return | -8.96% | 9.65%-18.6pp | 10.63%-19.6pp | 7.63%-16.6pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,418 | $4,654+59.4% | $5,565+33.3% | $3,470+113.8% |
| Admin fee / account holder | $1,392 | $9,275-85.0% | $7,510-81.5% | $4,888-71.5% |