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 | $32,870 | $52,279-37.1% | $89,391-63.2% | $79,858-58.8% |
| Participation rate | 36.4% | 57.5%-21.2pp | 68.0%-31.6pp | 69.6%-33.3pp |
| Annual return | 9.96% | 22.16%-12.2pp | 245.62%-235.7pp | 31.71%-21.8pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,417 | $2,740-48.3% | $3,890-63.6% | $3,740-62.1% |
| Admin fee / account holder | $1,323 | $3,356-60.6% | $4,881-72.9% | $5,306-75.1% |