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 | $22,450 | $82,882-72.9% | $127,761-82.4% | $72,985-69.2% |
| Participation rate | 54.1% | 71.5%-17.4pp | 79.0%-24.9pp | 69.5%-15.4pp |
| Annual return | 16.99% | 32.20%-15.2pp | 26.14%-9.1pp | 81.00%-64.0pp |
| Employer contribution / active EE | $565 | $3,346-83.1% | $4,574-87.6% | $2,440-76.8% |
| Participant deferral / active EE | $2,206 | $4,791-54.0% | $6,021-63.4% | $3,607-38.8% |
| Admin fee / account holder | $797 | $6,487-87.7% | $9,395-91.5% | $5,124-84.4% |