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 | $45,371 | $91,552-50.4% | $133,956-66.1% | $79,858-43.2% |
| Participation rate | 63.5% | 73.3%-9.9pp | 79.8%-16.4pp | 69.6%-6.2pp |
| Annual return | 5.88% | 61.85%-56.0pp | 45.09%-39.2pp | 31.71%-25.8pp |
| Employer contribution / active EE | $351 | $2,384-85.3% | $3,919-91.0% | $2,471-85.8% |
| Participant deferral / active EE | $3,515 | $3,733-5.9% | $5,048-30.4% | $3,740-6.0% |
| Admin fee / account holder | $473 | $6,321-92.5% | $8,927-94.7% | $5,306-91.1% |