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 8-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 | $63,401 | $148,978-57.4% | $200,582-68.4% | $84,808-25.2% |
| Participation rate | 60.0% | 84.2%-24.2pp | 86.9%-26.9pp | 68.3%-8.3pp |
| Annual return | 13.07% | 28.16%-15.1pp | 42.33%-29.3pp | 40.90%-27.8pp |
| Employer contribution / active EE | $1,289 | $4,815-73.2% | $6,419-79.9% | $2,631-51.0% |
| Participant deferral / active EE | $3,923 | $7,142-45.1% | $9,331-58.0% | $4,212-6.9% |
| Admin fee / account holder | $25,327 | $13,977+81.2% | $16,305+55.3% | $7,344+244.9% |