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 | $156,755 | $95,416+64.3% | $185,823-15.6% | $85,850+82.6% |
| Participation rate | 35.1% | 68.8%-33.7pp | 81.7%-46.6pp | 69.3%-34.2pp |
| Annual return | 11.20% | 23.59%-12.4pp | 122.05%-110.8pp | 318.53%-307.3pp |
| Employer contribution / active EE | $151 | $3,314-95.5% | $5,167-97.1% | $2,565-94.1% |
| Participant deferral / active EE | $2,716 | $3,423-20.7% | $5,568-51.2% | $3,952-31.3% |
| Admin fee / account holder | $40,128 | $7,213+456.3% | $16,237+147.1% | $6,260+541.0% |