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 | $36,219 | $80,673-55.1% | $101,326-64.3% | $84,808-57.3% |
| Participation rate | 42.9% | 77.8%-34.9pp | 81.5%-38.6pp | 68.3%-25.5pp |
| Annual return | 13.17% | 38.95%-25.8pp | 36.82%-23.6pp | 40.90%-27.7pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,303 | $6,840-22.5% | $7,994-33.7% | $4,212+25.9% |
| Admin fee / account holder | $3,224 | $12,784-74.8% | $11,185-71.2% | $7,344-56.1% |