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 | $30,271 | $63,764-52.5% | $81,930-63.1% | $79,858-62.1% |
| Participation rate | 63.9% | 67.5%-3.6pp | 72.0%-8.1pp | 69.6%-5.7pp |
| Annual return | 8.20% | 22.66%-14.5pp | 29.49%-21.3pp | 31.71%-23.5pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,025 | $2,780+8.8% | $7,107-57.4% | $3,740-19.1% |
| Admin fee / account holder | $18,428 | $4,426+316.3% | $5,158+257.3% | $5,306+247.3% |