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 | $32,574 | $48,046-32.2% | $84,611-61.5% | $72,985-55.4% |
| Participation rate | 69.4% | 57.6%+11.8pp | 68.2%+1.1pp | 69.5%-0.1pp |
| Annual return | 8.71% | 37.38%-28.7pp | 258.74%-250.0pp | 81.00%-72.3pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,938 | $2,680-27.7% | $3,899-50.3% | $3,607-46.3% |
| Admin fee / account holder | $4,085 | $3,395+20.3% | $4,912-16.8% | $5,124-20.3% |