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 7-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 | $45,718 | $95,803-52.3% | $113,168-59.6% | $84,808-46.1% |
| Participation rate | 53.3% | 72.9%-19.5pp | 76.6%-23.2pp | 68.3%-15.0pp |
| Annual return | 8.85% | 25.00%-16.2pp | 24.27%-15.4pp | 40.90%-32.0pp |
| Employer contribution / active EE | $300 | $2,360-87.3% | $2,975-89.9% | $2,631-88.6% |
| Participant deferral / active EE | $2,204 | $4,242-48.0% | $5,107-56.8% | $4,212-47.7% |
| Admin fee / account holder | $3,693 | $8,989-58.9% | $12,068-69.4% | $7,344-49.7% |