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 | $138,484 | $68,547+102.0% | $120,354+15.1% | $80,856+71.3% |
| Participation rate | 67.9% | 61.6%+6.3pp | 71.9%-4.1pp | 67.6%+0.2pp |
| Annual return | 10.20% | 23.60%-13.4pp | 107.15%-96.9pp | 35.59%-25.4pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $3,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,210 | $3,173+1.1% | $4,991-35.7% | $4,296-25.3% |
| Admin fee / account holder | $3,342 | $5,732-41.7% | $9,423-64.5% | $6,918-51.7% |