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 | $62,804 | $86,286-27.2% | $111,297-43.6% | $85,850-26.8% |
| Participation rate | 37.9% | 73.3%-35.4pp | 77.3%-39.4pp | 69.3%-31.4pp |
| Annual return | 10.88% | 19.99%-9.1pp | 54.65%-43.8pp | 318.53%-307.7pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,098 | $3,641-42.4% | $4,487-53.2% | $3,952-46.9% |
| Admin fee / account holder | $588 | $8,188-92.8% | $7,964-92.6% | $6,260-90.6% |