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 | $115,706 | $85,202+35.8% | $172,739-33.0% | $72,985+58.5% |
| Participation rate | 46.1% | 70.1%-24.0pp | 82.6%-36.6pp | 69.5%-23.4pp |
| Annual return | 14.88% | 27.32%-12.4pp | 802.84%-788.0pp | 81.00%-66.1pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,253 | $3,260+30.4% | $5,198-18.2% | $3,607+17.9% |
| Admin fee / account holder | $11,481 | $5,884+95.1% | $13,954-17.7% | $5,124+124.0% |