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 | $124,064 | $56,484+119.6% | $169,463-26.8% | $64,186+93.3% |
| Participation rate | 66.7% | 64.5%+2.1pp | 77.8%-11.1pp | 69.6%-2.9pp |
| Annual return | -9.29% | -1.55%-7.7pp | 1.83%-11.1pp | 7.63%-16.9pp |
| Employer contribution / active EE | $237 | $1,832-87.1% | $4,159-94.3% | $2,381-90.1% |
| Participant deferral / active EE | $1,629 | $3,448-52.8% | $5,277-69.1% | $3,470-53.1% |
| Admin fee / account holder | $746 | $4,174-82.1% | $9,109-91.8% | $4,888-84.7% |