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 | $36,134 | $48,750-25.9% | $88,946-59.4% | $74,304-51.4% |
| Participation rate | 64.0% | 44.5%+19.6pp | 68.8%-4.8pp | 60.3%+3.7pp |
| Annual return | 11.40% | 25.91%-14.5pp | 57.82%-46.4pp | 29.43%-18.0pp |
| Employer contribution / active EE | $132 | $1,255-89.5% | $2,555-94.8% | $2,241-94.1% |
| Participant deferral / active EE | $1,379 | $2,423-43.1% | $4,581-69.9% | $3,767-63.4% |
| Admin fee / account holder | $8,410 | $3,756+123.9% | $8,261+1.8% | $2,969+183.3% |