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 | $97,235 | $123,793-21.5% | $177,821-45.3% | $79,858+21.8% |
| Participation rate | 57.9% | 84.7%-26.8pp | 87.7%-29.8pp | 69.6%-11.7pp |
| Annual return | 9.41% | 22.82%-13.4pp | 48.32%-38.9pp | 31.71%-22.3pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,831 | $5,956+31.5% | $7,714+1.5% | $3,740+109.4% |
| Admin fee / account holder | $4,366 | $7,243-39.7% | $12,427-64.9% | $5,306-17.7% |