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 | $40,683 | $29,660+37.2% | $56,411-27.9% | $80,856-49.7% |
| Participation rate | 66.0% | 41.6%+24.3pp | 52.5%+13.5pp | 67.6%-1.7pp |
| Annual return | 9.32% | 35.23%-25.9pp | 1701.33%-1692.0pp | 35.59%-26.3pp |
| Employer contribution / active EE | $29 | $669-95.6% | $1,039-97.2% | $2,755-98.9% |
| Participant deferral / active EE | $2,135 | $1,226+74.1% | $1,952+9.4% | $4,296-50.3% |
| Admin fee / account holder | $9,456 | $2,428+289.5% | $2,829+234.3% | $6,918+36.7% |