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 | $168,312 | $109,881+53.2% | $150,045+12.2% | $84,808+98.5% |
| Participation rate | 13.8% | 76.1%-62.3pp | 82.3%-68.5pp | 68.3%-54.5pp |
| Annual return | 13.84% | 28.25%-14.4pp | 62.55%-48.7pp | 40.90%-27.1pp |
| Employer contribution / active EE | $671 | $3,561-81.2% | $4,693-85.7% | $2,631-74.5% |
| Participant deferral / active EE | $2,630 | $6,636-60.4% | $7,997-67.1% | $4,212-37.6% |
| Admin fee / account holder | $552 | $8,568-93.6% | $13,435-95.9% | $7,344-92.5% |