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 | $125,109 | $93,571+33.7% | $135,903-7.9% | $75,163+66.4% |
| Participation rate | 53.3% | 75.2%-21.8pp | 81.9%-28.6pp | 67.2%-13.9pp |
| Annual return | 14.97% | 30.90%-15.9pp | 68.23%-53.3pp | 160.62%-145.7pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,614 | $6,404-12.3% | $7,758-27.6% | $4,125+36.1% |
| Admin fee / account holder | $13,617 | $6,975+95.2% | $10,762+26.5% | $5,651+141.0% |