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 | $101,417 | $71,050+42.7% | $93,606+8.3% | $80,856+25.4% |
| Participation rate | 44.0% | 60.4%-16.4pp | 68.7%-24.7pp | 67.6%-23.6pp |
| Annual return | 9.12% | 11.26%-2.1pp | 133.20%-124.1pp | 35.59%-26.5pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,449 | $4,034-39.3% | $4,411-44.5% | $4,296-43.0% |
| Admin fee / account holder | $11,791 | $6,945+69.8% | $8,285+42.3% | $6,918+70.4% |