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 | $80,967 | $83,902-3.5% | $167,512-51.7% | $84,808-4.5% |
| Participation rate | 45.6% | 66.5%-20.9pp | 77.1%-31.4pp | 68.3%-22.7pp |
| Annual return | 12.40% | 91.55%-79.1pp | 1615.79%-1603.4pp | 40.90%-28.5pp |
| Employer contribution / active EE | $180 | $2,264-92.1% | $3,882-95.4% | $2,631-93.2% |
| Participant deferral / active EE | $2,186 | $4,442-50.8% | $6,405-65.9% | $4,212-48.1% |
| Admin fee / account holder | $6,821 | $7,915-13.8% | $9,769-30.2% | $7,344-7.1% |