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 | $110,671 | $109,413+1.1% | $156,263-29.2% | $84,808+30.5% |
| Participation rate | 62.1% | 72.7%-10.6pp | 78.9%-16.8pp | 68.3%-6.2pp |
| Annual return | 12.39% | 20.18%-7.8pp | 59.47%-47.1pp | 40.90%-28.5pp |
| Employer contribution / active EE | $370 | $2,907-87.3% | $4,333-91.5% | $2,631-85.9% |
| Participant deferral / active EE | $3,128 | $4,590-31.8% | $6,158-49.2% | $4,212-25.7% |
| Admin fee / account holder | $8,748 | $9,357-6.5% | $14,255-38.6% | $7,344+19.1% |