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 | $88,610 | $89,753-1.3% | $107,525-17.6% | $84,808+4.5% |
| Participation rate | 18.9% | 68.1%-49.1pp | 75.1%-56.2pp | 68.3%-49.4pp |
| Annual return | 11.50% | 29.48%-18.0pp | 181.32%-169.8pp | 40.90%-29.4pp |
| Employer contribution / active EE | $434 | $3,113-86.1% | $3,754-88.4% | $2,631-83.5% |
| Participant deferral / active EE | $2,209 | $4,056-45.5% | $5,116-56.8% | $4,212-47.5% |
| Admin fee / account holder | $1,299 | $7,222-82.0% | $8,919-85.4% | $7,344-82.3% |