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 3-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 | $20,494 | $89,698-77.2% | $103,476-80.2% | $80,856-74.7% |
| Participation rate | 57.1% | 76.0%-18.8pp | 80.5%-23.4pp | 67.6%-10.5pp |
| Annual return | 11.12% | 22.78%-11.7pp | 23.90%-12.8pp | 35.59%-24.5pp |
| Employer contribution / active EE | $839 | $4,018-79.1% | $4,672-82.0% | $2,755-69.5% |
| Participant deferral / active EE | $3,564 | $5,456-34.7% | $6,623-46.2% | $4,296-17.0% |
| Admin fee / account holder | $7,102 | $6,768+4.9% | $9,413-24.6% | $6,918+2.7% |