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 7-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 | $37,368 | $60,892-38.6% | $82,389-54.6% | $84,808-55.9% |
| Participation rate | 52.1% | 63.3%-11.2pp | 69.5%-17.5pp | 68.3%-16.3pp |
| Annual return | 11.97% | 37.29%-25.3pp | 28.67%-16.7pp | 40.90%-28.9pp |
| Employer contribution / active EE | $173 | $1,779-90.3% | $2,517-93.1% | $2,631-93.4% |
| Participant deferral / active EE | $2,556 | $3,179-19.6% | $4,155-38.5% | $4,212-39.3% |
| Admin fee / account holder | $779 | $5,467-85.7% | $7,231-89.2% | $7,344-89.4% |