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 | $27,079 | $53,516-49.4% | $126,539-78.6% | $84,808-68.1% |
| Participation rate | 43.4% | 58.2%-14.9pp | 69.8%-26.4pp | 68.3%-24.9pp |
| Annual return | 9.55% | 58.34%-48.8pp | 425.95%-416.4pp | 40.90%-31.3pp |
| Employer contribution / active EE | $196 | $1,535-87.2% | $3,674-94.7% | $2,631-92.6% |
| Participant deferral / active EE | $1,041 | $2,671-61.0% | $4,083-74.5% | $4,212-75.3% |
| Admin fee / account holder | $3,699 | $4,497-17.7% | $6,065-39.0% | $7,344-49.6% |