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 | $223,864 | $101,724+120.1% | $164,813+35.8% | $80,856+176.9% |
| Participation rate | 55.3% | 71.8%-16.6pp | 78.6%-23.3pp | 67.6%-12.4pp |
| Annual return | 10.34% | 16.72%-6.4pp | 69.93%-59.6pp | 35.59%-25.3pp |
| Employer contribution / active EE | $622 | $2,953-78.9% | $4,341-85.7% | $2,755-77.4% |
| Participant deferral / active EE | $3,086 | $4,477-31.1% | $6,031-48.8% | $4,296-28.2% |
| Admin fee / account holder | $9,296 | $8,227+13.0% | $12,690-26.7% | $6,918+34.4% |