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 | $82,571 | $102,317-19.3% | $146,958-43.8% | $80,856+2.1% |
| Participation rate | 34.7% | 75.8%-41.1pp | 82.2%-47.4pp | 67.6%-32.9pp |
| Annual return | 8.15% | 134.76%-126.6pp | 418.34%-410.2pp | 35.59%-27.4pp |
| Employer contribution / active EE | $652 | $3,713-82.4% | $4,933-86.8% | $2,755-76.3% |
| Participant deferral / active EE | $3,187 | $6,644-52.0% | $8,070-60.5% | $4,296-25.8% |
| Admin fee / account holder | $22,581 | $7,941+184.3% | $12,998+73.7% | $6,918+226.4% |