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 | $59,814 | $80,968-26.1% | $96,544-38.0% | $75,163-20.4% |
| Participation rate | 63.6% | 71.8%-8.1pp | 76.0%-12.3pp | 67.2%-3.6pp |
| Annual return | 10.88% | 27.06%-16.2pp | 25.84%-15.0pp | 160.62%-149.7pp |
| Employer contribution / active EE | $296 | $2,282-87.0% | $2,965-90.0% | $2,670-88.9% |
| Participant deferral / active EE | $2,552 | $3,928-35.0% | $4,851-47.4% | $4,125-38.1% |
| Admin fee / account holder | $4,621 | $6,724-31.3% | $8,252-44.0% | $5,651-18.2% |