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 | $228,555 | $53,516+327.1% | $126,539+80.6% | $84,808+169.5% |
| Participation rate | 9.1% | 58.2%-49.2pp | 69.8%-60.7pp | 68.3%-59.2pp |
| Annual return | 9.89% | 58.34%-48.5pp | 425.95%-416.1pp | 40.90%-31.0pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,324 | $2,671-50.4% | $4,083-67.6% | $4,212-68.6% |
| Admin fee / account holder | $20,831 | $4,497+363.3% | $6,065+243.5% | $7,344+183.7% |