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 | $55,404 | $60,892-9.0% | $82,389-32.8% | $84,808-34.7% |
| Participation rate | 35.6% | 63.3%-27.7pp | 69.5%-33.9pp | 68.3%-32.7pp |
| Annual return | 11.34% | 37.29%-26.0pp | 28.67%-17.3pp | 40.90%-29.6pp |
| Employer contribution / active EE | $70 | $1,779-96.1% | $2,517-97.2% | $2,631-97.3% |
| Participant deferral / active EE | $1,409 | $3,179-55.7% | $4,155-66.1% | $4,212-66.5% |
| Admin fee / account holder | $4,715 | $5,467-13.8% | $7,231-34.8% | $7,344-35.8% |