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 | $146,711 | $109,413+34.1% | $156,263-6.1% | $84,808+73.0% |
| Participation rate | 26.7% | 72.7%-46.0pp | 78.9%-52.2pp | 68.3%-41.6pp |
| Annual return | 9.64% | 20.18%-10.5pp | 59.47%-49.8pp | 40.90%-31.3pp |
| Employer contribution / active EE | $551 | $2,907-81.0% | $4,333-87.3% | $2,631-79.0% |
| Participant deferral / active EE | $2,055 | $4,590-55.2% | $6,158-66.6% | $4,212-51.2% |
| Admin fee / account holder | $28,305 | $9,357+202.5% | $14,255+98.6% | $7,344+285.4% |