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 | $55,187 | $56,277-1.9% | $80,975-31.8% | $62,891-12.3% |
| Participation rate | 51.5% | 69.0%-17.4pp | 75.8%-24.3pp | 69.3%-17.8pp |
| Annual return | 5.52% | 22.12%-16.6pp | 17.10%-11.6pp | 20.14%-14.6pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,654 | $4,195-12.9% | $5,696-35.8% | $3,203+14.1% |
| Admin fee / account holder | $1,289 | $3,741-65.5% | $5,516-76.6% | $4,296-70.0% |