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 | $54,720 | $72,277-24.3% | $101,248-46.0% | $79,858-31.5% |
| Participation rate | 65.4% | 68.5%-3.1pp | 75.8%-10.4pp | 69.6%-4.2pp |
| Annual return | 3.08% | 22.30%-19.2pp | 46.47%-43.4pp | 31.71%-28.6pp |
| Employer contribution / active EE | $316 | $2,692-88.3% | $3,660-91.4% | $2,471-87.2% |
| Participant deferral / active EE | $3,620 | $3,282+10.3% | $4,370-17.2% | $3,740-3.2% |
| Admin fee / account holder | $647 | $4,400-85.3% | $5,945-89.1% | $5,306-87.8% |