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 | $48,450 | $94,625-48.8% | $116,228-58.3% | $84,808-42.9% |
| Participation rate | 61.4% | 70.4%-9.1pp | 74.6%-13.2pp | 68.3%-6.9pp |
| Annual return | 11.53% | 20.40%-8.9pp | 90.06%-78.5pp | 40.90%-29.4pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,718 | $3,972-31.6% | $4,953-45.1% | $4,212-35.5% |
| Admin fee / account holder | $3,265 | $10,091-67.6% | $11,989-72.8% | $7,344-55.5% |