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 | $165,027 | $95,803+72.3% | $113,168+45.8% | $84,808+94.6% |
| Participation rate | 39.6% | 72.9%-33.3pp | 76.6%-37.0pp | 68.3%-28.7pp |
| Annual return | 12.21% | 25.00%-12.8pp | 24.27%-12.1pp | 40.90%-28.7pp |
| Employer contribution / active EE | $589 | $2,360-75.0% | $2,975-80.2% | $2,631-77.6% |
| Participant deferral / active EE | $2,359 | $4,242-44.4% | $5,107-53.8% | $4,212-44.0% |
| Admin fee / account holder | $35,001 | $8,989+289.4% | $12,068+190.0% | $7,344+376.6% |