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 | $69,895 | $78,422-10.9% | $95,952-27.2% | $79,858-12.5% |
| Participation rate | 62.3% | 73.5%-11.2pp | 77.1%-14.8pp | 69.6%-7.3pp |
| Annual return | 6.82% | 19.37%-12.6pp | 91.61%-84.8pp | 31.71%-24.9pp |
| Employer contribution / active EE | $328 | $1,945-83.1% | $2,541-87.1% | $2,471-86.7% |
| Participant deferral / active EE | $2,311 | $3,440-32.8% | $4,167-44.5% | $3,740-38.2% |
| Admin fee / account holder | $1,422 | $5,622-74.7% | $6,795-79.1% | $5,306-73.2% |