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 | $37,152 | $55,415-33.0% | $155,509-76.1% | $74,495-50.1% |
| Participation rate | 52.8% | 61.9%-9.1pp | 78.2%-25.4pp | 67.2%-14.4pp |
| Annual return | 10.61% | 268.50%-257.9pp | 64.67%-54.1pp | 1364.94%-1354.3pp |
| Employer contribution / active EE | $247 | $2,267-89.1% | $4,672-94.7% | $2,623-90.6% |
| Participant deferral / active EE | $2,120 | $2,836-25.3% | $5,626-62.3% | $4,346-51.2% |
| Admin fee / account holder | $3,079 | $1,738+77.1% | $15,912-80.7% | $1,942+58.5% |