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 | $93,337 | $109,881-15.1% | $150,045-37.8% | $84,808+10.1% |
| Participation rate | 39.3% | 76.1%-36.8pp | 82.3%-43.0pp | 68.3%-29.0pp |
| Annual return | 6.80% | 28.25%-21.4pp | 62.55%-55.7pp | 40.90%-34.1pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,166 | $6,636-52.3% | $7,997-60.4% | $4,212-24.8% |
| Admin fee / account holder | $548 | $8,568-93.6% | $13,435-95.9% | $7,344-92.5% |