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 | $47,260 | $58,577-19.3% | $83,333-43.3% | $64,186-26.4% |
| Participation rate | 61.1% | 72.0%-10.9pp | 77.8%-16.6pp | 69.6%-8.5pp |
| Annual return | -9.38% | 9.65%-19.0pp | 10.63%-20.0pp | 7.63%-17.0pp |
| Employer contribution / active EE | $40 | $2,098-98.1% | $3,379-98.8% | $2,381-98.3% |
| Participant deferral / active EE | $4,436 | $4,654-4.7% | $5,565-20.3% | $3,470+27.8% |
| Admin fee / account holder | $1,224 | $9,275-86.8% | $7,510-83.7% | $4,888-75.0% |