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 | $54,505 | $67,606-19.4% | $82,313-33.8% | $70,131-22.3% |
| Participation rate | 38.1% | 72.8%-34.7pp | 76.9%-38.8pp | 69.5%-31.4pp |
| Annual return | 12.09% | 21.57%-9.5pp | 25.88%-13.8pp | 73.14%-61.0pp |
| Employer contribution / active EE | $242 | $1,755-86.2% | $2,428-90.0% | $2,342-89.7% |
| Participant deferral / active EE | $2,420 | $2,987-19.0% | $3,706-34.7% | $3,332-27.4% |
| Admin fee / account holder | $4,823 | $4,512+6.9% | $5,608-14.0% | $4,645+3.8% |