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 | $144,573 | $95,803+50.9% | $113,168+27.8% | $84,808+70.5% |
| Participation rate | 63.3% | 72.9%-9.5pp | 76.6%-13.2pp | 68.3%-5.0pp |
| Annual return | 12.10% | 25.00%-12.9pp | 24.27%-12.2pp | 40.90%-28.8pp |
| Employer contribution / active EE | $517 | $2,360-78.1% | $2,975-82.6% | $2,631-80.4% |
| Participant deferral / active EE | $4,021 | $4,242-5.2% | $5,107-21.3% | $4,212-4.5% |
| Admin fee / account holder | $19,941 | $8,989+121.8% | $12,068+65.2% | $7,344+171.5% |