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 | $52,732 | $86,929-39.3% | $102,423-48.5% | $80,856-34.8% |
| Participation rate | 60.3% | 72.4%-12.1pp | 76.5%-16.2pp | 67.6%-7.4pp |
| Annual return | 9.91% | 18.88%-9.0pp | 29.32%-19.4pp | 35.59%-25.7pp |
| Employer contribution / active EE | $671 | $2,369-71.7% | $3,023-77.8% | $2,755-75.6% |
| Participant deferral / active EE | $2,301 | $4,118-44.1% | $5,053-54.5% | $4,296-46.4% |
| Admin fee / account holder | $7,509 | $8,049-6.7% | $9,451-20.5% | $6,918+8.5% |