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 | $125,922 | $110,257+14.2% | $96,544+30.4% | $139,434-9.7% |
| Participation rate | 35.3% | 78.1%-42.8pp | 76.0%-40.7pp | 80.3%-45.0pp |
| Annual return | 7.55% | 26.32%-18.8pp | 25.84%-18.3pp | 372.94%-365.4pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,115 | $5,548-61.9% | $4,851-56.4% | $6,710-68.5% |
| Admin fee / account holder | $10,294 | $11,591-11.2% | $8,252+24.7% | $11,403-9.7% |