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 | $56,434 | $50,082+12.7% | $93,406-39.6% | $79,858-29.3% |
| Participation rate | 54.8% | 60.9%-6.2pp | 66.8%-12.0pp | 69.6%-14.9pp |
| Annual return | 7.77% | 24.59%-16.8pp | 78.05%-70.3pp | 31.71%-23.9pp |
| Employer contribution / active EE | $0 | $1,303-100.0% | $2,075-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,602 | $2,212-27.6% | $3,126-48.8% | $3,740-57.2% |
| Admin fee / account holder | $850 | $3,454-75.4% | $5,230-83.7% | $5,306-84.0% |