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 | $49,810 | $135,952-63.4% | $123,892-59.8% | $273,961-81.8% |
| Participation rate | 57.9% | 84.1%-26.2pp | 81.4%-23.5pp | 83.0%-25.1pp |
| Annual return | 3.39% | 56.63%-53.2pp | 47.52%-44.1pp | 41.45%-38.1pp |
| Employer contribution / active EE | $393 | $5,170-92.4% | $4,617-91.5% | $4,869-91.9% |
| Participant deferral / active EE | $4,533 | $6,343-28.5% | $5,984-24.2% | $5,287-14.3% |
| Admin fee / account holder | $25,563 | $9,817+160.4% | $8,357+205.9% | $10,132+152.3% |