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 | $18,954 | $56,897-66.7% | $84,750-77.6% | $62,891-69.9% |
| Participation rate | 54.1% | 68.5%-14.4pp | 76.6%-22.5pp | 69.3%-15.2pp |
| Annual return | 4.10% | 6.30%-2.2pp | 22.78%-18.7pp | 20.14%-16.0pp |
| Employer contribution / active EE | $267 | $2,400-88.9% | $3,574-92.5% | $2,281-88.3% |
| Participant deferral / active EE | $1,459 | $2,709-46.1% | $3,712-60.7% | $3,203-54.4% |
| Admin fee / account holder | $2,744 | $3,581-23.4% | $5,332-48.5% | $4,296-36.1% |