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 | $75,268 | $89,753-16.1% | $107,525-30.0% | $84,808-11.2% |
| Participation rate | 38.1% | 68.1%-30.0pp | 75.1%-37.0pp | 68.3%-30.2pp |
| Annual return | 12.12% | 29.48%-17.4pp | 181.32%-169.2pp | 40.90%-28.8pp |
| Employer contribution / active EE | $358 | $3,113-88.5% | $3,754-90.5% | $2,631-86.4% |
| Participant deferral / active EE | $2,581 | $4,056-36.4% | $5,116-49.6% | $4,212-38.7% |
| Admin fee / account holder | $642 | $7,222-91.1% | $8,919-92.8% | $7,344-91.3% |