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 | $31,225 | $77,503-59.7% | $100,391-68.9% | $80,856-61.4% |
| Participation rate | 37.3% | 76.9%-39.7pp | 81.5%-44.2pp | 67.6%-30.4pp |
| Annual return | 5.57% | 37.20%-31.6pp | 49.20%-43.6pp | 35.59%-30.0pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,302 | $6,820-36.9% | $8,082-46.8% | $4,296+0.1% |
| Admin fee / account holder | $9,006 | $5,897+52.7% | $7,899+14.0% | $6,918+30.2% |