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 | $68,210 | $86,929-21.5% | $102,423-33.4% | $80,856-15.6% |
| Participation rate | 40.0% | 72.4%-32.4pp | 76.5%-36.5pp | 67.6%-27.6pp |
| Annual return | 9.74% | 18.88%-9.1pp | 29.32%-19.6pp | 35.59%-25.9pp |
| Employer contribution / active EE | $205 | $2,369-91.4% | $3,023-93.2% | $2,755-92.6% |
| Participant deferral / active EE | $2,814 | $4,118-31.7% | $5,053-44.3% | $4,296-34.5% |
| Admin fee / account holder | $3,718 | $8,049-53.8% | $9,451-60.7% | $6,918-46.3% |