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 | $67,421 | $85,766-21.4% | $136,294-50.5% | $70,131-3.9% |
| Participation rate | 57.9% | 74.2%-16.3pp | 81.9%-24.0pp | 69.5%-11.6pp |
| Annual return | 13.03% | 31.45%-18.4pp | 5155.94%-5142.9pp | 73.14%-60.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,144 | $5,051+1.8% | $6,247-17.7% | $3,332+54.4% |
| Admin fee / account holder | $4,364 | $5,420-19.5% | $9,243-52.8% | $4,645-6.1% |