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 | $42,803 | $95,803-55.3% | $113,168-62.2% | $84,808-49.5% |
| Participation rate | 57.7% | 72.9%-15.2pp | 76.6%-18.9pp | 68.3%-10.6pp |
| Annual return | 6.18% | 25.00%-18.8pp | 24.27%-18.1pp | 40.90%-34.7pp |
| Employer contribution / active EE | $651 | $2,360-72.4% | $2,975-78.1% | $2,631-75.3% |
| Participant deferral / active EE | $2,669 | $4,242-37.1% | $5,107-47.7% | $4,212-36.6% |
| Admin fee / account holder | $7,504 | $8,989-16.5% | $12,068-37.8% | $7,344+2.2% |