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 | $51,021 | $94,031-45.7% | $115,768-55.9% | $82,448-38.1% |
| Participation rate | 62.2% | 70.4%-8.2pp | 74.4%-12.2pp | 68.1%-5.8pp |
| Annual return | 11.35% | 20.61%-9.3pp | 100.46%-89.1pp | 41.64%-30.3pp |
| Employer contribution / active EE | $536 | $2,323-76.9% | $2,940-81.8% | $2,551-79.0% |
| Participant deferral / active EE | $2,301 | $3,972-42.1% | $4,917-53.2% | $4,139-44.4% |
| Admin fee / account holder | $2,866 | $10,249-72.0% | $12,439-77.0% | $7,234-60.4% |