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 | $61,142 | $86,929-29.7% | $102,423-40.3% | $80,856-24.4% |
| Participation rate | 52.1% | 72.4%-20.3pp | 76.5%-24.4pp | 67.6%-15.6pp |
| Annual return | 8.07% | 18.88%-10.8pp | 29.32%-21.3pp | 35.59%-27.5pp |
| Employer contribution / active EE | $603 | $2,369-74.6% | $3,023-80.1% | $2,755-78.1% |
| Participant deferral / active EE | $2,624 | $4,118-36.3% | $5,053-48.1% | $4,296-38.9% |
| Admin fee / account holder | $2,281 | $8,049-71.7% | $9,451-75.9% | $6,918-67.0% |