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 | $49,331 | $65,395-24.6% | $182,532-73.0% | $72,985-32.4% |
| Participation rate | 48.9% | 65.4%-16.5pp | 78.0%-29.1pp | 69.5%-20.6pp |
| Annual return | 13.88% | 27.68%-13.8pp | 148.54%-134.7pp | 81.00%-67.1pp |
| Employer contribution / active EE | $317 | $1,911-83.4% | $4,076-92.2% | $2,440-87.0% |
| Participant deferral / active EE | $2,063 | $3,563-42.1% | $5,524-62.7% | $3,607-42.8% |
| Admin fee / account holder | $6,452 | $4,245+52.0% | $8,592-24.9% | $5,124+25.9% |