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 4-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 | $79,958 | $81,460-1.8% | $103,333-22.6% | $80,856-1.1% |
| Participation rate | 46.9% | 66.8%-20.0pp | 74.5%-27.6pp | 67.6%-20.8pp |
| Annual return | 8.87% | 25.55%-16.7pp | 24.88%-16.0pp | 35.59%-26.7pp |
| Employer contribution / active EE | $578 | $3,105-81.4% | $3,868-85.1% | $2,755-79.0% |
| Participant deferral / active EE | $3,559 | $3,869-8.0% | $5,057-29.6% | $4,296-17.2% |
| Admin fee / account holder | $13,451 | $6,566+104.8% | $8,355+61.0% | $6,918+94.4% |