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 | $190,013 | $115,770+64.1% | $101,248+87.7% | $158,922+19.6% |
| Participation rate | 31.8% | 79.4%-47.5pp | 75.8%-44.0pp | 82.0%-50.1pp |
| Annual return | 7.36% | 56.14%-48.8pp | 46.47%-39.1pp | 302.83%-295.5pp |
| Employer contribution / active EE | $552 | $4,175-86.8% | $3,660-84.9% | $4,761-88.4% |
| Participant deferral / active EE | $2,090 | $4,957-57.8% | $4,370-52.2% | $5,982-65.1% |
| Admin fee / account holder | $13,645 | $7,245+88.3% | $5,945+129.5% | $11,246+21.3% |