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 | $48,845 | $138,385-64.7% | $184,200-73.5% | $80,874-39.6% |
| Participation rate | 45.5% | 83.9%-38.4pp | 86.8%-41.4pp | 67.6%-22.2pp |
| Annual return | 10.06% | 20.02%-10.0pp | 28.80%-18.7pp | 35.62%-25.6pp |
| Employer contribution / active EE | $0 | $4,849-100.0% | $6,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,418 | $7,073-51.7% | $9,132-62.6% | $4,297-20.5% |
| Admin fee / account holder | $2,795 | $10,483-73.3% | $13,907-79.9% | $6,935-59.7% |