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 | $106,749+57.7% | $145,433+15.7% | $82,448+104.1% |
| Participation rate | 13.8% | 75.6%-61.9pp | 82.1%-68.3pp | 68.1%-54.3pp |
| Annual return | 13.84% | 27.59%-13.7pp | 66.58%-52.7pp | 41.64%-27.8pp |
| Employer contribution / active EE | $671 | $3,444-80.5% | $4,554-85.3% | $2,551-73.7% |
| Participant deferral / active EE | $2,630 | $6,519-59.7% | $7,897-66.7% | $4,139-36.5% |
| Admin fee / account holder | $552 | $8,390-93.4% | $13,129-95.8% | $7,234-92.4% |