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 | $158,808 | $86,929+82.7% | $102,423+55.0% | $80,856+96.4% |
| Participation rate | 67.5% | 72.4%-4.9pp | 76.5%-9.0pp | 67.6%-0.1pp |
| Annual return | 8.44% | 18.88%-10.4pp | 29.32%-20.9pp | 35.59%-27.2pp |
| Employer contribution / active EE | $283 | $2,369-88.0% | $3,023-90.6% | $2,755-89.7% |
| Participant deferral / active EE | $5,663 | $4,118+37.5% | $5,053+12.1% | $4,296+31.8% |
| Admin fee / account holder | $3,577 | $8,049-55.6% | $9,451-62.2% | $6,918-48.3% |