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 | $84,305 | $110,257-23.5% | $96,544-12.7% | $139,434-39.5% |
| Participation rate | 52.4% | 78.1%-25.7pp | 76.0%-23.6pp | 80.3%-27.9pp |
| Annual return | 5.38% | 26.32%-20.9pp | 25.84%-20.5pp | 372.94%-367.6pp |
| Employer contribution / active EE | $194 | $3,620-94.6% | $2,965-93.5% | $4,751-95.9% |
| Participant deferral / active EE | $3,882 | $5,548-30.0% | $4,851-20.0% | $6,710-42.1% |
| Admin fee / account holder | $6,273 | $11,591-45.9% | $8,252-24.0% | $11,403-45.0% |