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 | $44,683 | $110,483-59.6% | $145,433-69.3% | $79,634-43.9% |
| Participation rate | 17.8% | 71.1%-53.3pp | 82.1%-64.3pp | 62.5%-44.7pp |
| Annual return | 14.05% | 24.62%-10.6pp | 66.58%-52.5pp | 36.46%-22.4pp |
| Employer contribution / active EE | $0 | $4,053-100.0% | $4,554-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $2,837 | $7,216-60.7% | $7,897-64.1% | $3,835-26.0% |
| Admin fee / account holder | $7,221 | $680+961.7% | $13,129-45.0% | $1,002+620.7% |