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 | $17,014 | $91,190-81.3% | $178,490-90.5% | $79,858-78.7% |
| Participation rate | 29.4% | 69.2%-39.8pp | 81.9%-52.5pp | 69.6%-40.2pp |
| Annual return | 7.80% | 24.19%-16.4pp | 151.07%-143.3pp | 31.71%-23.9pp |
| Employer contribution / active EE | $260 | $3,256-92.0% | $5,011-94.8% | $2,471-89.5% |
| Participant deferral / active EE | $1,145 | $3,236-64.6% | $5,202-78.0% | $3,740-69.4% |
| Admin fee / account holder | $8,192 | $6,751+21.3% | $13,984-41.4% | $5,306+54.4% |