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 | $72,494 | $100,852-28.1% | $90,404-19.8% | $158,922-54.4% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 4.38% | 1724.20%-1719.8pp | 1293.02%-1288.6pp | 302.83%-298.4pp |
| Employer contribution / active EE | $121 | $3,689-96.7% | $3,262-96.3% | $4,761-97.5% |
| Participant deferral / active EE | $1,728 | $4,348-60.3% | $3,963-56.4% | $5,982-71.1% |
| Admin fee / account holder | $1,223 | $6,501-81.2% | $5,611-78.2% | $11,246-89.1% |