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 | $196,954 | $95,803+105.6% | $113,168+74.0% | $84,808+132.2% |
| Participation rate | 18.4% | 72.9%-54.4pp | 76.6%-58.1pp | 68.3%-49.9pp |
| Annual return | 11.68% | 25.00%-13.3pp | 24.27%-12.6pp | 40.90%-29.2pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,695 | $4,242-12.9% | $5,107-27.6% | $4,212-12.3% |
| Admin fee / account holder | $11,251 | $8,989+25.2% | $12,068-6.8% | $7,344+53.2% |