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 | $66,666 | $175,202-61.9% | $149,673-55.5% | $139,434-52.2% |
| Participation rate | 44.4% | 83.4%-38.9pp | 78.8%-34.3pp | 80.3%-35.9pp |
| Annual return | 9.33% | 166.71%-157.4pp | 134.42%-125.1pp | 372.94%-363.6pp |
| Employer contribution / active EE | $766 | $5,474-86.0% | $4,818-84.1% | $4,751-83.9% |
| Participant deferral / active EE | $3,078 | $6,519-52.8% | $5,680-45.8% | $6,710-54.1% |
| Admin fee / account holder | $1,253 | $16,150-92.2% | $13,210-90.5% | $11,403-89.0% |