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 | $109,881+29.3% | $150,045-5.3% | $84,808+67.5% |
| Participation rate | 60.0% | 76.1%-16.1pp | 82.3%-22.3pp | 68.3%-8.3pp |
| Annual return | 8.44% | 28.25%-19.8pp | 62.55%-54.1pp | 40.90%-32.5pp |
| Employer contribution / active EE | $98 | $3,561-97.2% | $4,693-97.9% | $2,631-96.3% |
| Participant deferral / active EE | $7,604 | $6,636+14.6% | $7,997-4.9% | $4,212+80.5% |
| Admin fee / account holder | $2,329 | $8,568-72.8% | $13,435-82.7% | $7,344-68.3% |