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 | $104,147 | $63,703+63.5% | $93,063+11.9% | $82,448+26.3% |
| Participation rate | 38.8% | 63.8%-25.1pp | 72.1%-33.3pp | 68.1%-29.3pp |
| Annual return | 10.25% | -775.43%+785.7pp | 34.15%-23.9pp | 41.64%-31.4pp |
| Employer contribution / active EE | $196 | $1,729-88.7% | $2,476-92.1% | $2,551-92.3% |
| Participant deferral / active EE | $1,192 | $2,919-59.2% | $3,958-69.9% | $4,139-71.2% |
| Admin fee / account holder | $14,125 | $5,982+136.1% | $6,033+134.1% | $7,234+95.2% |