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 | $44,591 | $52,836-15.6% | $105,738-57.8% | $64,186-30.5% |
| Participation rate | 34.8% | 66.5%-31.7pp | 76.3%-41.5pp | 69.6%-34.7pp |
| Annual return | -9.96% | 14.30%-24.3pp | 6.27%-16.2pp | 7.63%-17.6pp |
| Employer contribution / active EE | $473 | $1,827-74.1% | $3,268-85.5% | $2,381-80.2% |
| Participant deferral / active EE | $1,402 | $2,545-44.9% | $4,080-65.6% | $3,470-59.6% |
| Admin fee / account holder | $776 | $3,959-80.4% | $6,913-88.8% | $4,888-84.1% |