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 | $181,273 | $162,781+11.4% | $133,956+35.3% | $158,922+14.1% |
| Participation rate | 16.7% | 83.2%-66.6pp | 79.8%-63.2pp | 82.0%-65.3pp |
| Annual return | 3.72% | 41.94%-38.2pp | 45.09%-41.4pp | 302.83%-299.1pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $15,293 | $5,911+158.7% | $5,048+203.0% | $5,982+155.6% |
| Admin fee / account holder | $7,047 | $11,736-40.0% | $8,927-21.1% | $11,246-37.3% |