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 | $68,063 | $57,590+18.2% | $86,233-21.1% | $82,448-17.4% |
| Participation rate | 45.7% | 57.9%-12.2pp | 69.0%-23.4pp | 68.1%-22.4pp |
| Annual return | 12.79% | 22.41%-9.6pp | 61.39%-48.6pp | 41.64%-28.9pp |
| Employer contribution / active EE | $193 | $1,655-88.3% | $2,504-92.3% | $2,551-92.4% |
| Participant deferral / active EE | $2,068 | $3,080-32.9% | $4,559-54.7% | $4,139-50.1% |
| Admin fee / account holder | $3,233 | $4,730-31.7% | $8,342-61.2% | $7,234-55.3% |