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 | $39,097 | $48,364-19.2% | $71,796-45.5% | $62,891-37.8% |
| Participation rate | 40.7% | 60.6%-19.9pp | 69.1%-28.4pp | 69.3%-28.6pp |
| Annual return | 4.74% | 13.16%-8.4pp | 78.04%-73.3pp | 20.14%-15.4pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,497 | $2,091-28.4% | $2,794-46.4% | $3,203-53.3% |
| Admin fee / account holder | $5,046 | $3,771+33.8% | $4,815+4.8% | $4,296+17.5% |