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 | $90,477 | $71,057+27.3% | $93,654-3.4% | $80,874+11.9% |
| Participation rate | 18.6% | 60.4%-41.8pp | 68.7%-50.1pp | 67.6%-49.0pp |
| Annual return | 8.41% | 11.26%-2.8pp | 133.34%-124.9pp | 35.62%-27.2pp |
| Employer contribution / active EE | $72 | $1,564-95.4% | $2,421-97.0% | $2,756-97.4% |
| Participant deferral / active EE | $1,460 | $4,034-63.8% | $4,413-66.9% | $4,297-66.0% |
| Admin fee / account holder | $2,459 | $6,944-64.6% | $8,282-70.3% | $6,935-64.5% |