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 | $40,965 | $76,670-46.6% | $96,683-57.6% | $71,457-42.7% |
| Participation rate | 31.0% | 66.6%-35.6pp | 74.3%-43.4pp | 67.9%-36.9pp |
| Annual return | 9.80% | 48.29%-38.5pp | 35.69%-25.9pp | 28.85%-19.0pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $3,737-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,750 | $3,771-53.6% | $4,878-64.1% | $4,289-59.2% |
| Admin fee / account holder | $18,038 | $2,028+789.4% | $6,730+168.0% | $1,587+1036.4% |