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 9-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 | $88,179 | $76,407+15.4% | $150,298-41.3% | $82,448+7.0% |
| Participation rate | 11.9% | 66.4%-54.5pp | 77.8%-65.8pp | 68.1%-56.1pp |
| Annual return | 12.82% | 39.99%-27.2pp | 62.79%-50.0pp | 41.64%-28.8pp |
| Employer contribution / active EE | $266 | $2,614-89.8% | $4,154-93.6% | $2,551-89.6% |
| Participant deferral / active EE | $1,171 | $3,214-63.6% | $5,453-78.5% | $4,139-71.7% |
| Admin fee / account holder | $1,120 | $6,352-82.4% | $14,116-92.1% | $7,234-84.5% |