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 | $88,728 | $78,672+12.8% | $109,143-18.7% | $85,850+3.4% |
| Participation rate | 33.3% | 68.3%-34.9pp | 75.9%-42.5pp | 69.3%-36.0pp |
| Annual return | 9.90% | 25.09%-15.2pp | 25.75%-15.9pp | 318.53%-308.6pp |
| Employer contribution / active EE | $475 | $2,735-82.6% | $3,722-87.2% | $2,565-81.5% |
| Participant deferral / active EE | $3,265 | $3,467-5.8% | $4,653-29.8% | $3,952-17.4% |
| Admin fee / account holder | $12,533 | $5,469+129.2% | $6,752+85.6% | $6,260+100.2% |