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 | $133,036 | $56,053+137.3% | $75,972+75.1% | $80,856+64.5% |
| Participation rate | 51.1% | 62.0%-10.9pp | 69.1%-17.9pp | 67.6%-16.5pp |
| Annual return | 8.90% | 20.53%-11.6pp | 359.55%-350.6pp | 35.59%-26.7pp |
| Employer contribution / active EE | $284 | $1,874-84.8% | $2,685-89.4% | $2,755-89.7% |
| Participant deferral / active EE | $1,909 | $3,052-37.4% | $4,255-55.1% | $4,296-55.6% |
| Admin fee / account holder | $23,886 | $5,234+356.4% | $6,467+269.4% | $6,918+245.3% |