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 | $19,547 | $68,073-71.3% | $76,080-74.3% | $85,850-77.2% |
| Participation rate | 47.6% | 72.5%-24.9pp | 79.4%-31.8pp | 69.3%-21.7pp |
| Annual return | 10.18% | 19.42%-9.2pp | 42.50%-32.3pp | 318.53%-308.4pp |
| Employer contribution / active EE | $0 | $3,209-100.0% | $3,962-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,011 | $3,799-20.8% | $4,905-38.6% | $3,952-23.8% |
| Admin fee / account holder | $2,659 | $3,422-22.3% | $4,883-45.6% | $6,260-57.5% |