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 | $79,205 | $51,576+53.6% | $129,207-38.7% | $80,856-2.0% |
| Participation rate | 25.7% | 57.0%-31.3pp | 69.6%-43.9pp | 67.6%-41.9pp |
| Annual return | 7.30% | 20.81%-13.5pp | 9417.33%-9410.0pp | 35.59%-28.3pp |
| Employer contribution / active EE | $73 | $1,584-95.4% | $4,153-98.2% | $2,755-97.4% |
| Participant deferral / active EE | $1,408 | $2,669-47.2% | $4,168-66.2% | $4,296-67.2% |
| Admin fee / account holder | $1,899 | $4,305-55.9% | $7,715-75.4% | $6,918-72.5% |