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 | $22,104 | $63,355-65.1% | $91,989-76.0% | $72,985-69.7% |
| Participation rate | 45.9% | 72.5%-26.6pp | 78.6%-32.7pp | 69.5%-23.5pp |
| Annual return | 18.58% | 35.35%-16.8pp | 69.02%-50.4pp | 81.00%-62.4pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,273 | $4,883+8.0% | $5,923-11.0% | $3,607+46.2% |
| Admin fee / account holder | $6,551 | $4,668+40.3% | $7,743-15.4% | $5,124+27.8% |