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 | $58,803 | $84,233-30.2% | $170,442-65.5% | $70,131-16.2% |
| Participation rate | 15.9% | 70.8%-54.9pp | 83.6%-67.7pp | 69.5%-53.6pp |
| Annual return | 9.47% | 23.06%-13.6pp | 205.93%-196.5pp | 73.14%-63.7pp |
| Employer contribution / active EE | $321 | $3,387-90.5% | $5,433-94.1% | $2,342-86.3% |
| Participant deferral / active EE | $1,744 | $3,086-43.5% | $4,939-64.7% | $3,332-47.7% |
| Admin fee / account holder | $1,578 | $5,698-72.3% | $13,880-88.6% | $4,645-66.0% |