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 | $67,017 | $54,541+22.9% | $78,778-14.9% | $70,131-4.4% |
| Participation rate | 60.0% | 60.8%-0.8pp | 69.2%-9.2pp | 69.5%-9.5pp |
| Annual return | 10.19% | 21.07%-10.9pp | 35.62%-25.4pp | 73.14%-62.9pp |
| Employer contribution / active EE | $144 | $1,089-86.8% | $1,986-92.8% | $2,342-93.9% |
| Participant deferral / active EE | $1,494 | $2,210-32.4% | $2,958-49.5% | $3,332-55.2% |
| Admin fee / account holder | $7,265 | $3,709+95.9% | $5,134+41.5% | $4,645+56.4% |