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 | $52,343 | $88,042-40.5% | $138,135-62.1% | $79,858-34.5% |
| Participation rate | 40.7% | 71.4%-30.7pp | 78.7%-38.0pp | 69.6%-28.9pp |
| Annual return | 7.77% | 20.58%-12.8pp | 20.51%-12.7pp | 31.71%-23.9pp |
| Employer contribution / active EE | $776 | $3,103-75.0% | $5,587-86.1% | $2,471-68.6% |
| Participant deferral / active EE | $1,976 | $4,704-58.0% | $6,431-69.3% | $3,740-47.2% |
| Admin fee / account holder | $6,643 | $7,791-14.7% | $11,856-44.0% | $5,306+25.2% |