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 | $63,918 | $77,899-17.9% | $149,673-57.3% | $75,163-15.0% |
| Participation rate | 53.7% | 65.6%-11.9pp | 78.8%-25.1pp | 67.2%-13.5pp |
| Annual return | 13.02% | 31.72%-18.7pp | 134.42%-121.4pp | 160.62%-147.6pp |
| Employer contribution / active EE | $163 | $3,137-94.8% | $4,818-96.6% | $2,670-93.9% |
| Participant deferral / active EE | $1,139 | $3,411-66.6% | $5,680-79.9% | $4,125-72.4% |
| Admin fee / account holder | $1,200 | $5,956-79.9% | $13,210-90.9% | $5,651-78.8% |