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 | $46,622 | $72,277-35.5% | $101,248-54.0% | $79,858-41.6% |
| Participation rate | 14.6% | 68.5%-53.8pp | 75.8%-61.2pp | 69.6%-55.0pp |
| Annual return | 3.45% | 22.30%-18.8pp | 46.47%-43.0pp | 31.71%-28.3pp |
| Employer contribution / active EE | $403 | $2,692-85.0% | $3,660-89.0% | $2,471-83.7% |
| Participant deferral / active EE | $1,517 | $3,282-53.8% | $4,370-65.3% | $3,740-59.4% |
| Admin fee / account holder | $2,353 | $4,400-46.5% | $5,945-60.4% | $5,306-55.7% |