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 | $60,034 | $88,672-32.3% | $105,223-42.9% | $82,448-27.2% |
| Participation rate | 67.9% | 67.9%-0.1pp | 75.0%-7.2pp | 68.1%-0.2pp |
| Annual return | 11.48% | 30.86%-19.4pp | 180.65%-169.2pp | 41.64%-30.2pp |
| Employer contribution / active EE | $757 | $3,048-75.2% | $3,689-79.5% | $2,551-70.3% |
| Participant deferral / active EE | $1,736 | $4,036-57.0% | $5,072-65.8% | $4,139-58.1% |
| Admin fee / account holder | $4,903 | $7,146-31.4% | $8,859-44.7% | $7,234-32.2% |