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 | $217,447 | $175,202+24.1% | $149,673+45.3% | $139,434+55.9% |
| Participation rate | 42.9% | 83.4%-40.5pp | 78.8%-35.9pp | 80.3%-37.5pp |
| Annual return | 7.11% | 166.71%-159.6pp | 134.42%-127.3pp | 372.94%-365.8pp |
| Employer contribution / active EE | $321 | $5,474-94.1% | $4,818-93.3% | $4,751-93.2% |
| Participant deferral / active EE | $5,271 | $6,519-19.1% | $5,680-7.2% | $6,710-21.4% |
| Admin fee / account holder | $3,823 | $16,150-76.3% | $13,210-71.1% | $11,403-66.5% |