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 | $57,227 | $29,660+92.9% | $56,411+1.4% | $80,856-29.2% |
| Participation rate | 10.7% | 41.6%-30.9pp | 52.5%-41.8pp | 67.6%-56.9pp |
| Annual return | 3.99% | 35.23%-31.2pp | 1701.33%-1697.3pp | 35.59%-31.6pp |
| Employer contribution / active EE | $79 | $669-88.2% | $1,039-92.4% | $2,755-97.1% |
| Participant deferral / active EE | $694 | $1,226-43.4% | $1,952-64.4% | $4,296-83.8% |
| Admin fee / account holder | $2,810 | $2,428+15.7% | $2,829-0.7% | $6,918-59.4% |