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 | $36,082 | $89,355-59.6% | $141,162-74.4% | $72,985-50.6% |
| Participation rate | 59.0% | 75.1%-16.1pp | 82.5%-23.5pp | 69.5%-10.5pp |
| Annual return | 16.09% | 111.85%-95.8pp | 71.39%-55.3pp | 81.00%-64.9pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,391 | $5,418-37.4% | $6,709-49.5% | $3,607-6.0% |
| Admin fee / account holder | $5,789 | $5,958-2.8% | $10,261-43.6% | $5,124+13.0% |