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 7-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 | $62,255 | $81,233-23.4% | $155,567-60.0% | $80,874-23.0% |
| Participation rate | 64.4% | 66.2%-1.8pp | 78.2%-13.8pp | 67.6%-3.2pp |
| Annual return | 2.33% | 33.33%-31.0pp | 64.74%-62.4pp | 35.62%-33.3pp |
| Employer contribution / active EE | $39 | $3,101-98.8% | $4,674-99.2% | $2,756-98.6% |
| Participant deferral / active EE | $4,326 | $3,452+25.3% | $5,628-23.1% | $4,297+0.7% |
| Admin fee / account holder | $1,082 | $7,998-86.5% | $15,916-93.2% | $6,935-84.4% |