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 | $14,532 | $46,553-68.8% | $64,056-77.3% | $75,163-80.7% |
| Participation rate | 32.8% | 65.9%-33.2pp | 72.3%-39.5pp | 67.2%-34.4pp |
| Annual return | 9.21% | 26.03%-16.8pp | 33.69%-24.5pp | 160.62%-151.4pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $770 | $2,837-72.8% | $3,880-80.2% | $4,125-81.3% |
| Admin fee / account holder | $597 | $2,952-79.8% | $3,068-80.5% | $5,651-89.4% |