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 | $33,238 | $34,308-3.1% | $74,701-55.5% | $72,985-54.5% |
| Participation rate | 25.9% | 42.4%-16.5pp | 54.5%-28.6pp | 69.5%-43.6pp |
| Annual return | 17.07% | 26.58%-9.5pp | 752.92%-735.8pp | 81.00%-63.9pp |
| Employer contribution / active EE | $102 | $692-85.2% | $1,084-90.6% | $2,440-95.8% |
| Participant deferral / active EE | $568 | $1,271-55.3% | $1,964-71.1% | $3,607-84.2% |
| Admin fee / account holder | $2,364 | $2,124+11.3% | $3,333-29.1% | $5,124-53.9% |