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 | $36,691 | $85,515-57.1% | $112,040-67.3% | $67,986-46.0% |
| Participation rate | 38.1% | 68.2%-30.1pp | 76.5%-38.4pp | 57.2%-19.1pp |
| Annual return | 11.09% | 29.68%-18.6pp | 24.52%-13.4pp | 31.67%-20.6pp |
| Employer contribution / active EE | $0 | $2,191-100.0% | $2,954-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $5,329 | $4,014+32.8% | $5,098+4.5% | $3,358+58.7% |
| Admin fee / account holder | $11,046 | $3,774+192.7% | $12,098-8.7% | $3,203+244.8% |