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 | $25,076 | $73,981-66.1% | $105,722-76.3% | $62,891-60.1% |
| Participation rate | 57.8% | 71.7%-13.9pp | 78.9%-21.1pp | 69.3%-11.5pp |
| Annual return | 3.73% | 17.60%-13.9pp | 12.25%-8.5pp | 20.14%-16.4pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,079-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,725 | $4,038-32.5% | $5,326-48.8% | $3,203-14.9% |
| Admin fee / account holder | $1,102 | $5,976-81.6% | $8,308-86.7% | $4,296-74.3% |