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 | $62,293 | $95,453-34.7% | $112,040-44.4% | $82,448-24.4% |
| Participation rate | 40.5% | 72.8%-32.3pp | 76.5%-36.0pp | 68.1%-27.6pp |
| Annual return | 8.64% | 23.92%-15.3pp | 24.52%-15.9pp | 41.64%-33.0pp |
| Employer contribution / active EE | $318 | $2,318-86.3% | $2,954-89.2% | $2,551-87.5% |
| Participant deferral / active EE | $2,052 | $4,224-51.4% | $5,098-59.8% | $4,139-50.4% |
| Admin fee / account holder | $7,296 | $9,013-19.1% | $12,098-39.7% | $7,234+0.8% |