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 | $70,047 | $49,138+42.6% | $84,015-16.6% | $65,185+7.5% |
| Participation rate | 44.0% | 60.7%-16.7pp | 69.0%-25.0pp | 70.2%-26.2pp |
| Annual return | 16.60% | 23.00%-6.4pp | 71.31%-54.7pp | 29.38%-12.8pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,983-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,029 | $2,397-15.3% | $3,239-37.3% | $3,514-42.2% |
| Admin fee / account holder | $4,045 | $543+644.4% | $6,101-33.7% | $847+377.5% |