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 | $57,285 | $104,251-45.1% | $91,001-37.1% | $147,584-61.2% |
| Participation rate | 60.0% | 78.2%-18.2pp | 75.6%-15.6pp | 82.8%-22.8pp |
| Annual return | 7.36% | 27.06%-19.7pp | 4.60%+2.8pp | 578.55%-571.2pp |
| Employer contribution / active EE | $197 | $3,116-93.7% | $2,456-92.0% | $4,876-96.0% |
| Participant deferral / active EE | $2,617 | $4,195-37.6% | $3,547-26.2% | $5,439-51.9% |
| Admin fee / account holder | $1,849 | $8,948-79.3% | $5,417-65.9% | $10,885-83.0% |