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 | $81,927 | $78,422+4.5% | $95,952-14.6% | $79,858+2.6% |
| Participation rate | 38.5% | 73.5%-35.0pp | 77.1%-38.6pp | 69.6%-31.2pp |
| Annual return | 9.54% | 19.37%-9.8pp | 91.61%-82.1pp | 31.71%-22.2pp |
| Employer contribution / active EE | $247 | $1,945-87.3% | $2,541-90.3% | $2,471-90.0% |
| Participant deferral / active EE | $2,742 | $3,440-20.3% | $4,167-34.2% | $3,740-26.7% |
| Admin fee / account holder | $35,934 | $5,622+539.2% | $6,795+428.8% | $5,306+577.2% |