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 | $49,300 | $124,319-60.3% | $111,297-55.7% | $167,490-70.6% |
| Participation rate | 25.0% | 79.6%-54.6pp | 77.3%-52.3pp | 82.1%-57.1pp |
| Annual return | 1.97% | 37.44%-35.5pp | 54.65%-52.7pp | 478.56%-476.6pp |
| Employer contribution / active EE | $536 | $3,435-84.4% | $2,731-80.4% | $4,837-88.9% |
| Participant deferral / active EE | $2,302 | $5,180-55.6% | $4,487-48.7% | $6,341-63.7% |
| Admin fee / account holder | $1,107 | $10,618-89.6% | $7,964-86.1% | $12,309-91.0% |