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 | $21,797 | $95,416-77.2% | $185,823-88.3% | $85,850-74.6% |
| Participation rate | 62.0% | 68.8%-6.7pp | 81.7%-19.7pp | 69.3%-7.3pp |
| Annual return | 8.58% | 23.59%-15.0pp | 122.05%-113.5pp | 318.53%-310.0pp |
| Employer contribution / active EE | $212 | $3,314-93.6% | $5,167-95.9% | $2,565-91.8% |
| Participant deferral / active EE | $1,510 | $3,423-55.9% | $5,568-72.9% | $3,952-61.8% |
| Admin fee / account holder | $617 | $7,213-91.4% | $16,237-96.2% | $6,260-90.1% |