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 | $36,409 | $78,422-53.6% | $95,952-62.1% | $79,858-54.4% |
| Participation rate | 60.0% | 73.5%-13.5pp | 77.1%-17.1pp | 69.6%-9.6pp |
| Annual return | 4.49% | 19.37%-14.9pp | 91.61%-87.1pp | 31.71%-27.2pp |
| Employer contribution / active EE | $219 | $1,945-88.7% | $2,541-91.4% | $2,471-91.1% |
| Participant deferral / active EE | $2,187 | $3,440-36.4% | $4,167-47.5% | $3,740-41.5% |
| Admin fee / account holder | $3,563 | $5,622-36.6% | $6,795-47.6% | $5,306-32.9% |