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 | $48,332 | $72,492-33.3% | $87,100-44.5% | $72,985-33.8% |
| Participation rate | 39.3% | 72.8%-33.5pp | 76.9%-37.6pp | 69.5%-30.2pp |
| Annual return | 12.45% | 24.46%-12.0pp | 28.19%-15.7pp | 81.00%-68.6pp |
| Employer contribution / active EE | $446 | $1,894-76.5% | $2,521-82.3% | $2,440-81.7% |
| Participant deferral / active EE | $2,487 | $3,270-23.9% | $4,049-38.6% | $3,607-31.1% |
| Admin fee / account holder | $1,131 | $5,055-77.6% | $7,497-84.9% | $5,124-77.9% |