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 | $197,504 | $51,638+282.5% | $68,368+188.9% | $82,448+139.6% |
| Participation rate | 23.1% | 63.6%-40.5pp | 73.8%-50.7pp | 68.1%-45.0pp |
| Annual return | 12.69% | 37.53%-24.8pp | 292.57%-279.9pp | 41.64%-29.0pp |
| Employer contribution / active EE | $176 | $2,047-91.4% | $2,649-93.4% | $2,551-93.1% |
| Participant deferral / active EE | $1,723 | $2,914-40.9% | $4,123-58.2% | $4,139-58.4% |
| Admin fee / account holder | $9,976 | $4,643+114.8% | $5,150+93.7% | $7,234+37.9% |