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 | $86,946 | $78,672+10.5% | $109,143-20.3% | $85,850+1.3% |
| Participation rate | 37.5% | 68.3%-30.8pp | 75.9%-38.4pp | 69.3%-31.8pp |
| Annual return | 10.86% | 25.09%-14.2pp | 25.75%-14.9pp | 318.53%-307.7pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,564 | $3,467+2.8% | $4,653-23.4% | $3,952-9.8% |
| Admin fee / account holder | $6,367 | $5,469+16.4% | $6,752-5.7% | $6,260+1.7% |