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 | $58,249 | $93,571-37.7% | $135,903-57.1% | $75,163-22.5% |
| Participation rate | 50.0% | 75.2%-25.2pp | 81.9%-31.9pp | 67.2%-17.2pp |
| Annual return | 13.89% | 30.90%-17.0pp | 68.23%-54.3pp | 160.62%-146.7pp |
| Employer contribution / active EE | $598 | $3,537-83.1% | $4,856-87.7% | $2,670-77.6% |
| Participant deferral / active EE | $3,228 | $6,404-49.6% | $7,758-58.4% | $4,125-21.8% |
| Admin fee / account holder | $2,834 | $6,975-59.4% | $10,762-73.7% | $5,651-49.8% |