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 | $106,892 | $95,453+12.0% | $112,040-4.6% | $82,448+29.6% |
| Participation rate | 48.6% | 72.8%-24.2pp | 76.5%-27.9pp | 68.1%-19.5pp |
| Annual return | 8.09% | 23.92%-15.8pp | 24.52%-16.4pp | 41.64%-33.5pp |
| Employer contribution / active EE | $399 | $2,318-82.8% | $2,954-86.5% | $2,551-84.4% |
| Participant deferral / active EE | $2,450 | $4,224-42.0% | $5,098-51.9% | $4,139-40.8% |
| Admin fee / account holder | $17,787 | $9,013+97.3% | $12,098+47.0% | $7,234+145.9% |