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 | $55,292 | $54,705+1.1% | $71,209-22.4% | $84,808-34.8% |
| Participation rate | 16.2% | 64.1%-47.9pp | 73.8%-57.5pp | 68.3%-52.1pp |
| Annual return | 5.57% | 35.90%-30.3pp | 282.51%-276.9pp | 40.90%-35.3pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $876 | $3,030-71.1% | $4,175-79.0% | $4,212-79.2% |
| Admin fee / account holder | $2,028 | $4,863-58.3% | $5,349-62.1% | $7,344-72.4% |