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 | $143,907 | $65,561+119.5% | $86,188+67.0% | $75,163+91.5% |
| Participation rate | 56.0% | 60.5%-4.5pp | 69.0%-13.0pp | 67.2%-11.2pp |
| Annual return | 12.15% | 46.05%-33.9pp | 1168.45%-1156.3pp | 160.62%-148.5pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,957 | $3,024+63.9% | $3,985+24.4% | $4,125+20.2% |
| Admin fee / account holder | $2,124 | $5,474-61.2% | $6,852-69.0% | $5,651-62.4% |