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 | $142,065 | $106,749+33.1% | $145,433-2.3% | $82,448+72.3% |
| Participation rate | 60.0% | 75.6%-15.6pp | 82.1%-22.1pp | 68.1%-8.1pp |
| Annual return | 8.44% | 27.59%-19.2pp | 66.58%-58.1pp | 41.64%-33.2pp |
| Employer contribution / active EE | $98 | $3,444-97.1% | $4,554-97.8% | $2,551-96.1% |
| Participant deferral / active EE | $7,604 | $6,519+16.6% | $7,897-3.7% | $4,139+83.7% |
| Admin fee / account holder | $2,329 | $8,390-72.2% | $13,129-82.3% | $7,234-67.8% |