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 | $141,069 | $51,638+173.2% | $68,368+106.3% | $82,448+71.1% |
| Participation rate | 31.0% | 63.6%-32.6pp | 73.8%-42.7pp | 68.1%-37.0pp |
| Annual return | 11.02% | 37.53%-26.5pp | 292.57%-281.6pp | 41.64%-30.6pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,242 | $2,914-57.4% | $4,123-69.9% | $4,139-70.0% |
| Admin fee / account holder | $1,298 | $4,643-72.0% | $5,150-74.8% | $7,234-82.1% |