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 9-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 | $93,531 | $210,698-55.6% | $178,014-47.5% | $145,959-35.9% |
| Participation rate | 37.5% | 80.8%-43.3pp | 77.1%-39.6pp | 80.3%-42.8pp |
| Annual return | 4.90% | 386.27%-381.4pp | 294.80%-289.9pp | 561.95%-557.0pp |
| Employer contribution / active EE | $43 | $4,567-99.1% | $3,950-98.9% | $4,661-99.1% |
| Participant deferral / active EE | $3,735 | $6,958-46.3% | $6,276-40.5% | $6,689-44.2% |
| Admin fee / account holder | $5,277 | $12,016-56.1% | $10,362-49.1% | $13,398-60.6% |