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 | $38,630 | $55,706-30.7% | $75,886-49.1% | $72,985-47.1% |
| Participation rate | 63.2% | 61.1%+2.0pp | 69.3%-6.1pp | 69.5%-6.3pp |
| Annual return | 7.01% | 27.59%-20.6pp | 30.76%-23.7pp | 81.00%-74.0pp |
| Employer contribution / active EE | $254 | $1,687-84.9% | $2,500-89.8% | $2,440-89.6% |
| Participant deferral / active EE | $1,029 | $2,634-60.9% | $3,603-71.4% | $3,607-71.5% |
| Admin fee / account holder | $1,229 | $3,978-69.1% | $5,418-77.3% | $5,124-76.0% |