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 | $37,610 | $44,984-16.4% | $85,009-55.8% | $74,546-49.5% |
| Participation rate | 48.8% | 49.4%-0.6pp | 67.5%-18.7pp | 67.2%-18.4pp |
| Annual return | 9.65% | 26.25%-16.6pp | 66.47%-56.8pp | 1366.03%-1356.4pp |
| Employer contribution / active EE | $102 | $1,458-93.0% | $2,728-96.2% | $2,624-96.1% |
| Participant deferral / active EE | $1,319 | $2,733-51.8% | $4,522-70.8% | $4,347-69.7% |
| Admin fee / account holder | $1,690 | $2,208-23.5% | $6,153-72.5% | $1,944-13.0% |