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 | $85,012 | $87,013-2.3% | $106,213-20.0% | $80,856+5.1% |
| Participation rate | 57.3% | 70.4%-13.1pp | 75.3%-18.0pp | 67.6%-10.3pp |
| Annual return | 8.98% | 17.05%-8.1pp | 116.14%-107.2pp | 35.59%-26.6pp |
| Employer contribution / active EE | $438 | $2,395-81.7% | $3,171-86.2% | $2,755-84.1% |
| Participant deferral / active EE | $4,048 | $3,986+1.6% | $5,016-19.3% | $4,296-5.8% |
| Admin fee / account holder | $2,384 | $8,431-71.7% | $11,033-78.4% | $6,918-65.5% |