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 | $97,230 | $72,277+34.5% | $101,248-4.0% | $79,858+21.8% |
| Participation rate | 47.5% | 68.5%-20.9pp | 75.8%-28.3pp | 69.6%-22.1pp |
| Annual return | 7.51% | 22.30%-14.8pp | 46.47%-39.0pp | 31.71%-24.2pp |
| Employer contribution / active EE | $592 | $2,692-78.0% | $3,660-83.8% | $2,471-76.0% |
| Participant deferral / active EE | $2,908 | $3,282-11.4% | $4,370-33.5% | $3,740-22.3% |
| Admin fee / account holder | $11,298 | $4,400+156.8% | $5,945+90.0% | $5,306+112.9% |