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 | $148,788 | $68,719+116.5% | $91,541+62.5% | $84,808+75.4% |
| Participation rate | 50.0% | 64.5%-14.5pp | 69.8%-19.8pp | 68.3%-18.3pp |
| Annual return | 11.83% | 19.12%-7.3pp | 20.50%-8.7pp | 40.90%-29.1pp |
| Employer contribution / active EE | $363 | $1,920-81.1% | $2,505-85.5% | $2,631-86.2% |
| Participant deferral / active EE | $2,135 | $3,136-31.9% | $4,008-46.7% | $4,212-49.3% |
| Admin fee / account holder | $7,965 | $5,786+37.7% | $6,956+14.5% | $7,344+8.5% |