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 | $100,605 | $89,753+12.1% | $107,525-6.4% | $84,808+18.6% |
| Participation rate | 38.5% | 68.1%-29.6pp | 75.1%-36.6pp | 68.3%-29.8pp |
| Annual return | 12.49% | 29.48%-17.0pp | 181.32%-168.8pp | 40.90%-28.4pp |
| Employer contribution / active EE | $420 | $3,113-86.5% | $3,754-88.8% | $2,631-84.0% |
| Participant deferral / active EE | $3,337 | $4,056-17.7% | $5,116-34.8% | $4,212-20.8% |
| Admin fee / account holder | $2,618 | $7,222-63.8% | $8,919-70.6% | $7,344-64.4% |