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 | $23,552 | $65,365-64.0% | $92,893-74.6% | $72,985-67.7% |
| Participation rate | 56.6% | 68.3%-11.7pp | 76.0%-19.4pp | 69.5%-12.9pp |
| Annual return | 12.53% | 42.10%-29.6pp | 109.41%-96.9pp | 81.00%-68.5pp |
| Employer contribution / active EE | $328 | $2,594-87.3% | $3,653-91.0% | $2,440-86.5% |
| Participant deferral / active EE | $1,834 | $3,128-41.4% | $4,236-56.7% | $3,607-49.2% |
| Admin fee / account holder | $2,747 | $4,251-35.4% | $5,794-52.6% | $5,124-46.4% |