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 | $124,792 | $59,097+111.2% | $82,389+51.5% | $74,304+67.9% |
| Participation rate | 19.2% | 52.8%-33.5pp | 69.5%-50.3pp | 60.3%-41.1pp |
| Annual return | 10.33% | 22.85%-12.5pp | 28.67%-18.3pp | 29.43%-19.1pp |
| Employer contribution / active EE | $0 | $1,601-100.0% | $2,517-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,341 | $2,775-51.7% | $4,155-67.7% | $3,767-64.4% |
| Admin fee / account holder | $12,861 | $4,489+186.5% | $7,231+77.9% | $2,969+333.2% |