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 | $79,330 | $66,098+20.0% | $101,794-22.1% | $74,304+6.8% |
| Participation rate | 36.2% | 53.8%-17.6pp | 69.2%-33.0pp | 60.3%-24.2pp |
| Annual return | 10.91% | 19.59%-8.7pp | 30.53%-19.6pp | 29.43%-18.5pp |
| Employer contribution / active EE | $217 | $1,082-79.9% | $2,289-90.5% | $2,241-90.3% |
| Participant deferral / active EE | $2,210 | $2,781-20.5% | $4,084-45.9% | $3,767-41.3% |
| Admin fee / account holder | $6,987 | $4,146+68.5% | $8,777-20.4% | $2,969+135.3% |