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 | $32,989 | $25,014+31.9% | $69,647-52.6% | $80,856-59.2% |
| Participation rate | 35.3% | 64.2%-29.0pp | 66.5%-31.2pp | 67.6%-32.3pp |
| Annual return | 10.39% | 19.07%-8.7pp | 100.48%-90.1pp | 35.59%-25.2pp |
| Employer contribution / active EE | $261 | $993-73.7% | $1,712-84.8% | $2,755-90.5% |
| Participant deferral / active EE | $1,872 | $1,839+1.8% | $2,886-35.1% | $4,296-56.4% |
| Admin fee / account holder | $2,128 | $2,488-14.5% | $4,713-54.8% | $6,918-69.2% |