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 | $28,668 | $25,014+14.6% | $69,647-58.8% | $80,856-64.5% |
| Participation rate | 20.6% | 64.2%-43.7pp | 66.5%-45.9pp | 67.6%-47.0pp |
| Annual return | 9.82% | 19.07%-9.2pp | 100.48%-90.7pp | 35.59%-25.8pp |
| Employer contribution / active EE | $0 | $993-100.0% | $1,712-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,229 | $1,839-33.2% | $2,886-57.4% | $4,296-71.4% |
| Admin fee / account holder | $686 | $2,488-72.4% | $4,713-85.5% | $6,918-90.1% |