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 | $91,550 | $59,805+53.1% | $79,550+15.1% | $68,494+33.7% |
| Participation rate | 69.0% | 61.1%+7.9pp | 69.5%-0.5pp | 67.9%+1.1pp |
| Annual return | -21.38% | -12.30%-9.1pp | 0.16%-21.5pp | -7.84%-13.5pp |
| Employer contribution / active EE | $180 | $1,505-88.0% | $2,413-92.5% | $2,596-93.1% |
| Participant deferral / active EE | $2,494 | $3,024-17.5% | $3,985-37.4% | $4,027-38.1% |
| Admin fee / account holder | $8,042 | $4,835+66.3% | $6,832+17.7% | $5,403+48.9% |