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 | $77,984 | $95,453-18.3% | $112,040-30.4% | $82,448-5.4% |
| Participation rate | 56.3% | 72.8%-16.5pp | 76.5%-20.2pp | 68.1%-11.8pp |
| Annual return | 10.57% | 23.92%-13.3pp | 24.52%-13.9pp | 41.64%-31.1pp |
| Employer contribution / active EE | $219 | $2,318-90.6% | $2,954-92.6% | $2,551-91.4% |
| Participant deferral / active EE | $2,934 | $4,224-30.5% | $5,098-42.4% | $4,139-29.1% |
| Admin fee / account holder | $11,170 | $9,013+23.9% | $12,098-7.7% | $7,234+54.4% |