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 | $38,634 | $80,731-52.1% | $103,374-62.6% | $74,546-48.2% |
| Participation rate | 44.5% | 65.7%-21.2pp | 74.5%-30.0pp | 67.2%-22.7pp |
| Annual return | 11.18% | 27.56%-16.4pp | 24.89%-13.7pp | 1366.03%-1354.9pp |
| Employer contribution / active EE | $81 | $3,158-97.4% | $3,869-97.9% | $2,624-96.9% |
| Participant deferral / active EE | $1,726 | $3,860-55.3% | $5,058-65.9% | $4,347-60.3% |
| Admin fee / account holder | $5,632 | $2,369+137.8% | $8,394-32.9% | $1,944+189.8% |