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 5-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 | $91,459 | $93,571-2.3% | $135,903-32.7% | $75,163+21.7% |
| Participation rate | 30.3% | 75.2%-44.9pp | 81.9%-51.6pp | 67.2%-36.9pp |
| Annual return | 11.13% | 30.90%-19.8pp | 68.23%-57.1pp | 160.62%-149.5pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,072 | $6,404-20.8% | $7,758-34.6% | $4,125+23.0% |
| Admin fee / account holder | $5,773 | $6,975-17.2% | $10,762-46.4% | $5,651+2.2% |