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 | $91,433 | $127,065-28.0% | $113,168-19.2% | $142,382-35.8% |
| Participation rate | 40.0% | 79.2%-39.2pp | 76.6%-36.6pp | 80.1%-40.1pp |
| Annual return | 1.28% | 24.03%-22.7pp | 24.27%-23.0pp | 217.08%-215.8pp |
| Employer contribution / active EE | $250 | $3,442-92.7% | $2,975-91.6% | $4,299-94.2% |
| Participant deferral / active EE | $2,632 | $5,716-54.0% | $5,107-48.5% | $6,507-59.6% |
| Admin fee / account holder | $2,228 | $15,736-85.8% | $12,068-81.5% | $12,624-82.4% |