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 | $60,022+13.4% | $88,946-23.5% | $84,808-19.7% |
| Participation rate | 45.7% | 57.8%-12.2pp | 68.8%-23.2pp | 68.3%-22.7pp |
| Annual return | 12.79% | 22.43%-9.6pp | 57.82%-45.0pp | 40.90%-28.1pp |
| Employer contribution / active EE | $193 | $1,703-88.7% | $2,555-92.4% | $2,631-92.7% |
| Participant deferral / active EE | $2,068 | $3,114-33.6% | $4,581-54.9% | $4,212-50.9% |
| Admin fee / account holder | $3,233 | $4,811-32.8% | $8,261-60.9% | $7,344-56.0% |