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 | $165,251 | $107,334+54.0% | $92,893+77.9% | $152,861+8.1% |
| Participation rate | 34.8% | 79.8%-45.0pp | 76.0%-41.2pp | 82.4%-47.7pp |
| Annual return | 11.37% | 145.58%-134.2pp | 109.41%-98.0pp | 345.32%-333.9pp |
| Employer contribution / active EE | $575 | $4,221-86.4% | $3,653-84.3% | $4,762-87.9% |
| Participant deferral / active EE | $2,364 | $4,845-51.2% | $4,236-44.2% | $5,850-59.6% |
| Admin fee / account holder | $816 | $7,079-88.5% | $5,794-85.9% | $11,596-93.0% |