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 7-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 | $98,421 | $63,346+55.4% | $92,233+6.7% | $70,131+40.3% |
| Participation rate | 9.7% | 68.7%-59.0pp | 76.5%-66.8pp | 69.5%-59.9pp |
| Annual return | 9.54% | 530.12%-520.6pp | 176.28%-166.7pp | 73.14%-63.6pp |
| Employer contribution / active EE | $304 | $2,471-87.7% | $3,679-91.7% | $2,342-87.0% |
| Participant deferral / active EE | $1,234 | $2,854-56.8% | $3,897-68.3% | $3,332-63.0% |
| Admin fee / account holder | $1,219 | $3,840-68.3% | $5,194-76.5% | $4,645-73.8% |