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 | $190,256 | $95,266+99.7% | $82,389+130.9% | $142,382+33.6% |
| Participation rate | 57.1% | 74.5%-17.3pp | 69.5%-12.4pp | 80.1%-23.0pp |
| Annual return | 4.59% | 25.74%-21.1pp | 28.67%-24.1pp | 217.08%-212.5pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $2,517-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $6,697 | $4,809+39.3% | $4,155+61.2% | $6,507+2.9% |
| Admin fee / account holder | $15,484 | $8,563+80.8% | $7,231+114.1% | $12,624+22.7% |