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 | $74,215 | $48,795+52.1% | $65,493+13.3% | $84,808-12.5% |
| Participation rate | 31.0% | 67.0%-35.9pp | 73.1%-42.1pp | 68.3%-37.3pp |
| Annual return | 11.32% | 20.20%-8.9pp | 982.45%-971.1pp | 40.90%-29.6pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,973 | $2,928-32.6% | $3,961-50.2% | $4,212-53.2% |
| Admin fee / account holder | $10,531 | $3,877+171.6% | $5,028+109.4% | $7,344+43.4% |