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 | $170,904 | $73,933+131.2% | $96,683+76.8% | $75,163+127.4% |
| Participation rate | 19.1% | 66.4%-47.3pp | 74.3%-55.2pp | 67.2%-48.1pp |
| Annual return | 13.18% | 26.70%-13.5pp | 35.69%-22.5pp | 160.62%-147.4pp |
| Employer contribution / active EE | $202 | $2,928-93.1% | $3,737-94.6% | $2,670-92.4% |
| Participant deferral / active EE | $1,559 | $3,659-57.4% | $4,878-68.0% | $4,125-62.2% |
| Admin fee / account holder | $4,917 | $5,216-5.7% | $6,730-26.9% | $5,651-13.0% |