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 | $67,371 | $86,891-22.5% | $142,449-52.7% | $75,163-10.4% |
| Participation rate | 57.1% | 68.5%-11.4pp | 76.8%-19.6pp | 67.2%-10.0pp |
| Annual return | 10.95% | 23.31%-12.4pp | 19.99%-9.0pp | 160.62%-149.7pp |
| Employer contribution / active EE | $622 | $3,355-81.5% | $4,847-87.2% | $2,670-76.7% |
| Participant deferral / active EE | $2,488 | $4,938-49.6% | $6,283-60.4% | $4,125-39.7% |
| Admin fee / account holder | $29,113 | $7,299+298.9% | $10,011+190.8% | $5,651+415.2% |