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 | $205,240 | $91,538+124.2% | $129,995+57.9% | $75,163+173.1% |
| Participation rate | 55.3% | 71.4%-16.2pp | 78.5%-23.2pp | 67.2%-11.9pp |
| Annual return | 11.46% | -631.11%+642.6pp | -137.18%+148.6pp | 160.62%-149.2pp |
| Employer contribution / active EE | $643 | $2,845-77.4% | $4,320-85.1% | $2,670-75.9% |
| Participant deferral / active EE | $3,143 | $4,341-27.6% | $5,820-46.0% | $4,125-23.8% |
| Admin fee / account holder | $15,294 | $6,790+125.2% | $10,614+44.1% | $5,651+170.6% |