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 | $55,221 | $57,016-3.1% | $84,966-35.0% | $80,856-31.7% |
| Participation rate | 51.9% | 56.3%-4.5pp | 67.5%-15.6pp | 67.6%-15.8pp |
| Annual return | 9.54% | 21.66%-12.1pp | 66.38%-56.8pp | 35.59%-26.1pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,641 | $3,110-47.2% | $4,519-63.7% | $4,296-61.8% |
| Admin fee / account holder | $1,700 | $4,980-65.9% | $6,149-72.4% | $6,918-75.4% |