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 | $137,417 | $51,576+166.4% | $129,207+6.4% | $80,856+70.0% |
| Participation rate | 67.9% | 57.0%+10.9pp | 69.6%-1.8pp | 67.6%+0.2pp |
| Annual return | 10.63% | 20.81%-10.2pp | 9417.33%-9406.7pp | 35.59%-25.0pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,148 | $2,669+18.0% | $4,168-24.5% | $4,296-26.7% |
| Admin fee / account holder | $3,129 | $4,305-27.3% | $7,715-59.4% | $6,918-54.8% |