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 | $103,577 | $50,082+106.8% | $93,406+10.9% | $79,858+29.7% |
| Participation rate | 62.5% | 60.9%+1.6pp | 66.8%-4.3pp | 69.6%-7.1pp |
| Annual return | 2.26% | 24.59%-22.3pp | 78.05%-75.8pp | 31.71%-29.5pp |
| Employer contribution / active EE | $0 | $1,303-100.0% | $2,075-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,795 | $2,212-18.8% | $3,126-42.6% | $3,740-52.0% |
| Admin fee / account holder | $12,740 | $3,454+268.8% | $5,230+143.6% | $5,306+140.1% |