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 | $25,376 | $38,075-33.4% | $93,406-72.8% | $73,488-65.5% |
| Participation rate | 45.9% | 56.7%-10.8pp | 66.8%-20.9pp | 70.7%-24.8pp |
| Annual return | 8.24% | 17.59%-9.4pp | 78.05%-69.8pp | 28.51%-20.3pp |
| Employer contribution / active EE | $234 | $1,117-79.1% | $2,075-88.7% | $2,270-89.7% |
| Participant deferral / active EE | $1,006 | $2,012-50.0% | $3,126-67.8% | $3,740-73.1% |
| Admin fee / account holder | $4,759 | $351+1255.6% | $5,230-9.0% | $513+827.6% |