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 | $61,003 | $99,985-39.0% | $146,665-58.4% | $85,850-28.9% |
| Participation rate | 58.3% | 73.1%-14.7pp | 80.1%-21.7pp | 69.3%-11.0pp |
| Annual return | 9.40% | 18.93%-9.5pp | 22.74%-13.3pp | 318.53%-309.1pp |
| Employer contribution / active EE | $578 | $2,559-77.4% | $4,136-86.0% | $2,565-77.5% |
| Participant deferral / active EE | $5,777 | $4,006+44.2% | $5,506+4.9% | $3,952+46.2% |
| Admin fee / account holder | $1,574 | $7,702-79.6% | $10,280-84.7% | $6,260-74.9% |