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 | $156,353 | $93,571+67.1% | $135,903+15.0% | $75,163+108.0% |
| Participation rate | 30.0% | 75.2%-45.2pp | 81.9%-51.9pp | 67.2%-37.2pp |
| Annual return | 15.01% | 30.90%-15.9pp | 68.23%-53.2pp | 160.62%-145.6pp |
| Employer contribution / active EE | $698 | $3,537-80.3% | $4,856-85.6% | $2,670-73.9% |
| Participant deferral / active EE | $2,568 | $6,404-59.9% | $7,758-66.9% | $4,125-37.7% |
| Admin fee / account holder | $355 | $6,975-94.9% | $10,762-96.7% | $5,651-93.7% |