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 | $121,871 | $24,730+392.8% | $66,042+84.5% | $84,808+43.7% |
| Participation rate | 42.0% | 68.1%-26.1pp | 67.5%-25.5pp | 68.3%-26.3pp |
| Annual return | 13.98% | 79.55%-65.6pp | 52.11%-38.1pp | 40.90%-26.9pp |
| Employer contribution / active EE | $136 | $857-84.1% | $1,579-91.4% | $2,631-94.8% |
| Participant deferral / active EE | $3,251 | $1,737+87.2% | $2,835+14.7% | $4,212-22.8% |
| Admin fee / account holder | $11,798 | $3,014+291.4% | $5,747+105.3% | $7,344+60.6% |