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 | $50,118 | $136,307-63.2% | $106,619-53.0% | $273,961-81.7% |
| Participation rate | 54.2% | 84.8%-30.6pp | 78.0%-23.8pp | 83.0%-28.8pp |
| Annual return | -1.75% | 11.05%-12.8pp | 9.42%-11.2pp | 41.45%-43.2pp |
| Employer contribution / active EE | $0 | $5,190-100.0% | $3,947-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,513 | $4,969-49.4% | $3,930-36.1% | $5,287-52.5% |
| Admin fee / account holder | $3,284 | $8,625-61.9% | $6,418-48.8% | $10,132-67.6% |