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 | $82,771 | $99,985-17.2% | $146,665-43.6% | $85,850-3.6% |
| Participation rate | 57.0% | 73.1%-16.1pp | 80.1%-23.1pp | 69.3%-12.3pp |
| Annual return | 10.70% | 18.93%-8.2pp | 22.74%-12.0pp | 318.53%-307.8pp |
| Employer contribution / active EE | $435 | $2,559-83.0% | $4,136-89.5% | $2,565-83.0% |
| Participant deferral / active EE | $3,388 | $4,006-15.4% | $5,506-38.5% | $3,952-14.3% |
| Admin fee / account holder | $639 | $7,702-91.7% | $10,280-93.8% | $6,260-89.8% |