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 | $15,438 | $83,902-81.6% | $167,512-90.8% | $84,808-81.8% |
| Participation rate | 64.3% | 66.5%-2.2pp | 77.1%-12.8pp | 68.3%-4.0pp |
| Annual return | 8.57% | 91.55%-83.0pp | 1615.79%-1607.2pp | 40.90%-32.3pp |
| Employer contribution / active EE | $26 | $2,264-98.9% | $3,882-99.3% | $2,631-99.0% |
| Participant deferral / active EE | $2,244 | $4,442-49.5% | $6,405-65.0% | $4,212-46.7% |
| Admin fee / account holder | $2,867 | $7,915-63.8% | $9,769-70.7% | $7,344-61.0% |