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 | $98,332 | $72,277+36.0% | $101,248-2.9% | $79,858+23.1% |
| Participation rate | 25.3% | 68.5%-43.2pp | 75.8%-50.5pp | 69.6%-44.3pp |
| Annual return | 0.13% | 22.30%-22.2pp | 46.47%-46.3pp | 31.71%-31.6pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,727 | $3,282-47.4% | $4,370-60.5% | $3,740-53.8% |
| Admin fee / account holder | $1,741 | $4,400-60.4% | $5,945-70.7% | $5,306-67.2% |