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 | $85,778 | $49,922+71.8% | $80,569+6.5% | $75,163+14.1% |
| Participation rate | 22.1% | 55.3%-33.2pp | 67.0%-44.9pp | 67.2%-45.1pp |
| Annual return | 13.84% | 34.69%-20.9pp | 935.43%-921.6pp | 160.62%-146.8pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,461 | $2,990-51.2% | $4,447-67.2% | $4,125-64.6% |
| Admin fee / account holder | $3,093 | $3,577-13.5% | $5,377-42.5% | $5,651-45.3% |