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 | $233,574 | $77,896+199.9% | $134,172+74.1% | $82,448+183.3% |
| Participation rate | 31.4% | 62.8%-31.4pp | 72.5%-41.0pp | 68.1%-36.6pp |
| Annual return | 11.42% | 18.21%-6.8pp | 25.30%-13.9pp | 41.64%-30.2pp |
| Employer contribution / active EE | $296 | $2,159-86.3% | $3,420-91.3% | $2,551-88.4% |
| Participant deferral / active EE | $1,186 | $3,162-62.5% | $4,690-74.7% | $4,139-71.4% |
| Admin fee / account holder | $1,750 | $6,336-72.4% | $12,016-85.4% | $7,234-75.8% |