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 | $29,486 | $83,477-64.7% | $125,175-76.4% | $72,985-59.6% |
| Participation rate | 42.9% | 73.3%-30.5pp | 79.8%-36.9pp | 69.5%-26.6pp |
| Annual return | 14.51% | 25.78%-11.3pp | 43.79%-29.3pp | 81.00%-66.5pp |
| Employer contribution / active EE | $217 | $2,345-90.7% | $3,865-94.4% | $2,440-91.1% |
| Participant deferral / active EE | $2,609 | $3,585-27.2% | $4,937-47.1% | $3,607-27.7% |
| Admin fee / account holder | $3,610 | $5,517-34.6% | $9,702-62.8% | $5,124-29.6% |