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 | $31,366 | $74,927-58.1% | $101,794-69.2% | $84,808-63.0% |
| Participation rate | 56.8% | 61.4%-4.6pp | 69.2%-12.4pp | 68.3%-11.5pp |
| Annual return | 9.15% | 18.70%-9.6pp | 30.53%-21.4pp | 40.90%-31.7pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,549 | $3,099-17.7% | $4,084-37.6% | $4,212-39.5% |
| Admin fee / account holder | $2,997 | $6,514-54.0% | $8,777-65.9% | $7,344-59.2% |