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 | $15,129 | $48,076-68.5% | $78,689-80.8% | $62,891-75.9% |
| Participation rate | 26.7% | 65.2%-38.5pp | 73.6%-46.9pp | 69.3%-42.6pp |
| Annual return | -0.96% | 31.35%-32.3pp | 62.18%-63.1pp | 20.14%-21.1pp |
| Employer contribution / active EE | $152 | $2,015-92.5% | $2,851-94.7% | $2,281-93.3% |
| Participant deferral / active EE | $889 | $2,588-65.6% | $3,517-74.7% | $3,203-72.2% |
| Admin fee / account holder | $2,114 | $3,207-34.1% | $4,510-53.1% | $4,296-50.8% |