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 | $81,933 | $57,281+43.0% | $86,612-5.4% | $75,163+9.0% |
| Participation rate | 26.2% | 63.2%-37.0pp | 71.7%-45.5pp | 67.2%-41.0pp |
| Annual return | 12.98% | 2670.75%-2657.8pp | 591.07%-578.1pp | 160.62%-147.6pp |
| Employer contribution / active EE | $190 | $2,314-91.8% | $3,022-93.7% | $2,670-92.9% |
| Participant deferral / active EE | $4,508 | $3,318+35.9% | $4,438+1.6% | $4,125+9.3% |
| Admin fee / account holder | $15,285 | $4,112+271.7% | $5,614+172.3% | $5,651+170.5% |