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 3-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 | $121,550 | $109,881+10.6% | $150,045-19.0% | $84,808+43.3% |
| Participation rate | 57.9% | 76.1%-18.2pp | 82.3%-24.4pp | 68.3%-10.4pp |
| Annual return | 12.84% | 28.25%-15.4pp | 62.55%-49.7pp | 40.90%-28.1pp |
| Employer contribution / active EE | $507 | $3,561-85.8% | $4,693-89.2% | $2,631-80.7% |
| Participant deferral / active EE | $5,333 | $6,636-19.6% | $7,997-33.3% | $4,212+26.6% |
| Admin fee / account holder | $2,085 | $8,568-75.7% | $13,435-84.5% | $7,344-71.6% |