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 | $27,131 | $22,587+20.1% | $65,255-58.4% | $75,163-63.9% |
| Participation rate | 34.2% | 63.1%-28.8pp | 65.0%-30.7pp | 67.2%-32.9pp |
| Annual return | 14.57% | 71.03%-56.5pp | 47.35%-32.8pp | 160.62%-146.0pp |
| Employer contribution / active EE | $152 | $941-83.8% | $1,691-91.0% | $2,670-94.3% |
| Participant deferral / active EE | $1,517 | $1,695-10.5% | $2,831-46.4% | $4,125-63.2% |
| Admin fee / account holder | $570 | $1,876-69.6% | $4,112-86.1% | $5,651-89.9% |