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 | $48,758 | $31,310+55.7% | $53,898-9.5% | $74,304-34.4% |
| Participation rate | 15.5% | 30.7%-15.1pp | 55.0%-39.4pp | 60.3%-44.8pp |
| Annual return | 12.70% | 23.16%-10.5pp | 528.60%-515.9pp | 29.43%-16.7pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $539 | $934-42.4% | $1,826-70.5% | $3,767-85.7% |
| Admin fee / account holder | $787 | $2,175-63.8% | $2,491-68.4% | $2,969-73.5% |