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 | $149,397 | $148,534+0.6% | $135,903+9.9% | $139,434+7.1% |
| Participation rate | 41.7% | 83.9%-42.2pp | 81.9%-40.2pp | 80.3%-38.7pp |
| Annual return | 9.57% | 79.19%-69.6pp | 68.23%-58.7pp | 372.94%-363.4pp |
| Employer contribution / active EE | $993 | $5,243-81.1% | $4,856-79.6% | $4,751-79.1% |
| Participant deferral / active EE | $3,396 | $8,100-58.1% | $7,758-56.2% | $6,710-49.4% |
| Admin fee / account holder | $1,052 | $12,400-91.5% | $10,762-90.2% | $11,403-90.8% |