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 | $85,681 | $54,705+56.6% | $71,209+20.3% | $84,808+1.0% |
| Participation rate | 27.0% | 64.1%-37.0pp | 73.8%-46.7pp | 68.3%-41.3pp |
| Annual return | 13.25% | 35.90%-22.6pp | 282.51%-269.3pp | 40.90%-27.6pp |
| Employer contribution / active EE | $266 | $2,158-87.7% | $2,721-90.2% | $2,631-89.9% |
| Participant deferral / active EE | $2,502 | $3,030-17.4% | $4,175-40.1% | $4,212-40.6% |
| Admin fee / account holder | $9,344 | $4,863+92.1% | $5,349+74.7% | $7,344+27.2% |