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 | $81,248-23.4% | $155,509-60.0% | $80,856-23.0% |
| Participation rate | 64.4% | 66.2%-1.8pp | 78.2%-13.7pp | 67.6%-3.2pp |
| Annual return | 2.33% | 33.31%-31.0pp | 64.67%-62.3pp | 35.59%-33.3pp |
| Employer contribution / active EE | $39 | $3,100-98.7% | $4,672-99.2% | $2,755-98.6% |
| Participant deferral / active EE | $4,326 | $3,452+25.3% | $5,626-23.1% | $4,296+0.7% |
| Admin fee / account holder | $1,082 | $7,997-86.5% | $15,912-93.2% | $6,918-84.4% |