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 | $32,104 | $41,078-21.8% | $80,569-60.2% | $71,457-55.1% |
| Participation rate | 41.0% | 50.2%-9.2pp | 67.0%-26.0pp | 67.9%-26.9pp |
| Annual return | 13.07% | 38.45%-25.4pp | 935.43%-922.4pp | 28.85%-15.8pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $2,723-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,353 | $2,699-49.9% | $4,447-69.6% | $4,289-68.4% |
| Admin fee / account holder | $1,364 | $1,840-25.9% | $5,377-74.6% | $1,587-14.1% |