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 | $154,319 | $95,762+61.1% | $379,746-59.4% | $79,858+93.2% |
| Participation rate | 30.0% | 74.0%-44.0pp | 78.4%-48.4pp | 69.6%-39.6pp |
| Annual return | 3.55% | 18.26%-14.7pp | 34.90%-31.4pp | 31.71%-28.2pp |
| Employer contribution / active EE | $341 | $2,695-87.3% | $3,540-90.4% | $2,471-86.2% |
| Participant deferral / active EE | $2,614 | $4,705-44.4% | $6,024-56.6% | $3,740-30.1% |
| Admin fee / account holder | $789 | $6,745-88.3% | $7,927-90.0% | $5,306-85.1% |