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 | $46,543 | $45,035+3.3% | $62,995-26.1% | $70,131-33.6% |
| Participation rate | 44.2% | 69.5%-25.3pp | 74.8%-30.6pp | 69.5%-25.3pp |
| Annual return | 7.44% | 18.76%-11.3pp | 87.57%-80.1pp | 73.14%-65.7pp |
| Employer contribution / active EE | $277 | $2,051-86.5% | $2,759-90.0% | $2,342-88.2% |
| Participant deferral / active EE | $1,195 | $2,465-51.5% | $3,329-64.1% | $3,332-64.1% |
| Admin fee / account holder | $496 | $2,834-82.5% | $3,600-86.2% | $4,645-89.3% |