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 | $64,968 | $106,584-39.0% | $101,326-35.9% | $142,382-54.4% |
| Participation rate | 53.3% | 82.7%-29.4pp | 81.5%-28.2pp | 80.1%-26.8pp |
| Annual return | 10.77% | 36.93%-26.2pp | 36.82%-26.0pp | 217.08%-206.3pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,351 | $8,297-59.6% | $7,994-58.1% | $6,507-48.5% |
| Admin fee / account holder | $2,337 | $11,446-79.6% | $11,185-79.1% | $12,624-81.5% |