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 | $67,664 | $66,098+2.4% | $101,794-33.5% | $74,304-8.9% |
| Participation rate | 34.3% | 53.8%-19.4pp | 69.2%-34.9pp | 60.3%-26.0pp |
| Annual return | 8.77% | 19.59%-10.8pp | 30.53%-21.8pp | 29.43%-20.7pp |
| Employer contribution / active EE | $65 | $1,082-94.0% | $2,289-97.2% | $2,241-97.1% |
| Participant deferral / active EE | $1,668 | $2,781-40.0% | $4,084-59.2% | $3,767-55.7% |
| Admin fee / account holder | $26,215 | $4,146+532.3% | $8,777+198.7% | $2,969+783.0% |