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 | $53,954 | $73,933-27.0% | $96,683-44.2% | $75,163-28.2% |
| Participation rate | 41.3% | 66.4%-25.1pp | 74.3%-33.0pp | 67.2%-25.9pp |
| Annual return | 12.84% | 26.70%-13.9pp | 35.69%-22.9pp | 160.62%-147.8pp |
| Employer contribution / active EE | $270 | $2,928-90.8% | $3,737-92.8% | $2,670-89.9% |
| Participant deferral / active EE | $2,298 | $3,659-37.2% | $4,878-52.9% | $4,125-44.3% |
| Admin fee / account holder | $4,868 | $5,216-6.7% | $6,730-27.7% | $5,651-13.9% |