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 | $55,472 | $148,978-62.8% | $200,582-72.3% | $84,808-34.6% |
| Participation rate | 48.4% | 84.2%-35.8pp | 86.9%-38.5pp | 68.3%-19.9pp |
| Annual return | 12.94% | 28.16%-15.2pp | 42.33%-29.4pp | 40.90%-28.0pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,157 | $7,142-41.8% | $9,331-55.5% | $4,212-1.3% |
| Admin fee / account holder | $4,051 | $13,977-71.0% | $16,305-75.2% | $7,344-44.8% |