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 | $155,393 | $109,881+41.4% | $150,045+3.6% | $84,808+83.2% |
| Participation rate | 25.0% | 76.1%-51.1pp | 82.3%-57.3pp | 68.3%-43.3pp |
| Annual return | 13.67% | 28.25%-14.6pp | 62.55%-48.9pp | 40.90%-27.2pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,702 | $6,636-44.2% | $7,997-53.7% | $4,212-12.1% |
| Admin fee / account holder | $95,854 | $8,568+1018.7% | $13,435+613.5% | $7,344+1205.2% |