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 | $166,474 | $109,413+52.2% | $156,263+6.5% | $84,808+96.3% |
| Participation rate | 69.4% | 72.7%-3.3pp | 78.9%-9.5pp | 68.3%+1.1pp |
| Annual return | 9.59% | 20.18%-10.6pp | 59.47%-49.9pp | 40.90%-31.3pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,535 | $4,590-1.2% | $6,158-26.4% | $4,212+7.7% |
| Admin fee / account holder | $11,829 | $9,357+26.4% | $14,255-17.0% | $7,344+61.1% |