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 | $60,410 | $64,324-6.1% | $118,925-49.2% | $79,858-24.4% |
| Participation rate | 62.8% | 64.9%-2.1pp | 75.4%-12.6pp | 69.6%-6.8pp |
| Annual return | 9.98% | 86.45%-76.5pp | 35.88%-25.9pp | 31.71%-21.7pp |
| Employer contribution / active EE | $483 | $1,836-73.7% | $3,263-85.2% | $2,471-80.5% |
| Participant deferral / active EE | $3,701 | $2,824+31.1% | $4,265-13.2% | $3,740-1.1% |
| Admin fee / account holder | $4,566 | $4,040+13.0% | $6,581-30.6% | $5,306-14.0% |