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 | $59,306 | $76,367-22.3% | $93,606-36.6% | $72,985-18.7% |
| Participation rate | 43.4% | 71.7%-28.3pp | 75.8%-32.4pp | 69.5%-26.1pp |
| Annual return | 12.56% | 25.82%-13.3pp | 32.76%-20.2pp | 81.00%-68.4pp |
| Employer contribution / active EE | $315 | $2,275-86.2% | $2,718-88.4% | $2,440-87.1% |
| Participant deferral / active EE | $1,734 | $3,538-51.0% | $4,069-57.4% | $3,607-51.9% |
| Admin fee / account holder | $11,388 | $6,838+66.5% | $7,888+44.4% | $5,124+122.2% |