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 | $100,493 | $81,248+23.7% | $155,509-35.4% | $80,856+24.3% |
| Participation rate | 32.4% | 66.2%-33.8pp | 78.2%-45.8pp | 67.6%-35.2pp |
| Annual return | 10.26% | 33.31%-23.1pp | 64.67%-54.4pp | 35.59%-25.3pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,668 | $3,452-51.7% | $5,626-70.3% | $4,296-61.2% |
| Admin fee / account holder | $2,651 | $7,997-66.8% | $15,912-83.3% | $6,918-61.7% |