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 | $19,022 | $56,897-66.6% | $84,750-77.6% | $62,891-69.8% |
| Participation rate | 33.9% | 68.5%-34.6pp | 76.6%-42.7pp | 69.3%-35.4pp |
| Annual return | 3.27% | 6.30%-3.0pp | 22.78%-19.5pp | 20.14%-16.9pp |
| Employer contribution / active EE | $296 | $2,400-87.7% | $3,574-91.7% | $2,281-87.0% |
| Participant deferral / active EE | $1,070 | $2,709-60.5% | $3,712-71.2% | $3,203-66.6% |
| Admin fee / account holder | $2,186 | $3,581-38.9% | $5,332-59.0% | $4,296-49.1% |