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 | $135,200 | $86,929+55.5% | $102,423+32.0% | $80,856+67.2% |
| Participation rate | 37.5% | 72.4%-34.9pp | 76.5%-39.0pp | 67.6%-30.1pp |
| Annual return | 7.62% | 18.88%-11.3pp | 29.32%-21.7pp | 35.59%-28.0pp |
| Employer contribution / active EE | $296 | $2,369-87.5% | $3,023-90.2% | $2,755-89.3% |
| Participant deferral / active EE | $2,602 | $4,118-36.8% | $5,053-48.5% | $4,296-39.4% |
| Admin fee / account holder | $4,994 | $8,049-38.0% | $9,451-47.2% | $6,918-27.8% |