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 | $221,734 | $106,749+107.7% | $145,433+52.5% | $82,448+168.9% |
| Participation rate | 46.2% | 75.6%-29.5pp | 82.1%-36.0pp | 68.1%-21.9pp |
| Annual return | 9.15% | 27.59%-18.4pp | 66.58%-57.4pp | 41.64%-32.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,884 | $6,519+20.9% | $7,897-0.2% | $4,139+90.5% |
| Admin fee / account holder | $77,211 | $8,390+820.3% | $13,129+488.1% | $7,234+967.3% |