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 | $81,757 | $179,726-54.5% | $156,263-47.7% | $142,382-42.6% |
| Participation rate | 45.0% | 82.1%-37.1pp | 78.9%-33.9pp | 80.1%-35.1pp |
| Annual return | 9.74% | 77.86%-68.1pp | 59.47%-49.7pp | 217.08%-207.3pp |
| Employer contribution / active EE | $694 | $5,069-86.3% | $4,333-84.0% | $4,299-83.9% |
| Participant deferral / active EE | $3,818 | $6,956-45.1% | $6,158-38.0% | $6,507-41.3% |
| Admin fee / account holder | $1,009 | $17,272-94.2% | $14,255-92.9% | $12,624-92.0% |