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 | $140,836 | $106,515+32.2% | $96,683+45.7% | $139,434+1.0% |
| Participation rate | 55.6% | 77.8%-22.3pp | 74.3%-18.8pp | 80.3%-24.8pp |
| Annual return | 10.73% | 38.43%-27.7pp | 35.69%-25.0pp | 372.94%-362.2pp |
| Employer contribution / active EE | $22 | $4,103-99.5% | $3,737-99.4% | $4,751-99.5% |
| Participant deferral / active EE | $9,088 | $5,454+66.6% | $4,878+86.3% | $6,710+35.4% |
| Admin fee / account holder | $2,743 | $7,877-65.2% | $6,730-59.2% | $11,403-75.9% |