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 | $51,532 | $54,762-5.9% | $90,281-42.9% | $72,985-29.4% |
| Participation rate | 67.6% | 65.1%+2.5pp | 73.3%-5.6pp | 69.5%-1.8pp |
| Annual return | 12.88% | 30.63%-17.8pp | 78.10%-65.2pp | 81.00%-68.1pp |
| Employer contribution / active EE | $186 | $2,092-91.1% | $2,854-93.5% | $2,440-92.4% |
| Participant deferral / active EE | $2,103 | $2,887-27.2% | $3,885-45.9% | $3,607-41.7% |
| Admin fee / account holder | $911 | $3,972-77.1% | $5,351-83.0% | $5,124-82.2% |