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 | $117,432 | $108,825+7.9% | $156,181-24.8% | $82,448+42.4% |
| Participation rate | 58.6% | 72.4%-13.7pp | 78.8%-20.2pp | 68.1%-9.4pp |
| Annual return | 12.03% | 20.59%-8.6pp | 64.87%-52.8pp | 41.64%-29.6pp |
| Employer contribution / active EE | $579 | $2,870-79.8% | $4,294-86.5% | $2,551-77.3% |
| Participant deferral / active EE | $2,732 | $4,577-40.3% | $6,132-55.4% | $4,139-34.0% |
| Admin fee / account holder | $8,979 | $9,341-3.9% | $14,586-38.4% | $7,234+24.1% |