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 | $27,936 | $79,944-65.1% | $98,439-71.6% | $75,163-62.8% |
| Participation rate | 29.8% | 70.4%-40.6pp | 75.2%-45.4pp | 67.2%-37.4pp |
| Annual return | 9.46% | 19.75%-10.3pp | 21.16%-11.7pp | 160.62%-151.2pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,931 | $3,752-48.5% | $4,738-59.2% | $4,125-53.2% |
| Admin fee / account holder | $3,793 | $6,840-44.5% | $8,948-57.6% | $5,651-32.9% |