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 | $110,024 | $78,422+40.3% | $95,952+14.7% | $79,858+37.8% |
| Participation rate | 58.5% | 73.5%-15.0pp | 77.1%-18.6pp | 69.6%-11.2pp |
| Annual return | 8.31% | 19.37%-11.1pp | 91.61%-83.3pp | 31.71%-23.4pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,391 | $3,440+27.6% | $4,167+5.4% | $3,740+17.4% |
| Admin fee / account holder | $16,160 | $5,622+187.4% | $6,795+137.8% | $5,306+204.5% |