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 | $101,843 | $83,477+22.0% | $125,175-18.6% | $72,985+39.5% |
| Participation rate | 26.9% | 73.3%-46.4pp | 79.8%-52.9pp | 69.5%-42.6pp |
| Annual return | 15.51% | 25.78%-10.3pp | 43.79%-28.3pp | 81.00%-65.5pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,381 | $3,585-33.6% | $4,937-51.8% | $3,607-34.0% |
| Admin fee / account holder | $9,063 | $5,517+64.3% | $9,702-6.6% | $5,124+76.9% |