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 | $88,250 | $56,897+55.1% | $84,750+4.1% | $62,891+40.3% |
| Participation rate | 45.0% | 68.5%-23.5pp | 76.6%-31.6pp | 69.3%-24.3pp |
| Annual return | 3.40% | 6.30%-2.9pp | 22.78%-19.4pp | 20.14%-16.7pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,605 | $2,709+70.0% | $3,712+24.1% | $3,203+43.8% |
| Admin fee / account holder | $15,570 | $3,581+334.8% | $5,332+192.0% | $4,296+262.5% |