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 | $85,983 | $58,828+46.2% | $77,999+10.2% | $62,891+36.7% |
| Participation rate | 51.9% | 71.1%-19.2pp | 75.5%-23.7pp | 69.3%-17.5pp |
| Annual return | 2.03% | 17.16%-15.1pp | 425.96%-423.9pp | 20.14%-18.1pp |
| Employer contribution / active EE | $105 | $1,672-93.7% | $2,470-95.8% | $2,281-95.4% |
| Participant deferral / active EE | $1,640 | $2,686-38.9% | $3,497-53.1% | $3,203-48.8% |
| Admin fee / account holder | $5,341 | $4,393+21.6% | $5,480-2.5% | $4,296+24.3% |