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 | $141,003 | $94,625+49.0% | $116,228+21.3% | $84,808+66.3% |
| Participation rate | 56.9% | 70.4%-13.6pp | 74.6%-17.7pp | 68.3%-11.4pp |
| Annual return | 11.27% | 20.40%-9.1pp | 90.06%-78.8pp | 40.90%-29.6pp |
| Employer contribution / active EE | $519 | $2,347-77.9% | $2,994-82.7% | $2,631-80.3% |
| Participant deferral / active EE | $3,212 | $3,972-19.1% | $4,953-35.1% | $4,212-23.7% |
| Admin fee / account holder | $1,628 | $10,091-83.9% | $11,989-86.4% | $7,344-77.8% |