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 | $242,023 | $89,355+170.9% | $141,162+71.5% | $72,985+231.6% |
| Participation rate | 64.1% | 75.1%-11.0pp | 82.5%-18.4pp | 69.5%-5.4pp |
| Annual return | 0.83% | 111.85%-111.0pp | 71.39%-70.6pp | 81.00%-80.2pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,401 | $5,418+36.6% | $6,709+10.3% | $3,607+105.2% |
| Admin fee / account holder | $32,602 | $5,958+447.2% | $10,261+217.7% | $5,124+536.2% |