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 | $210,648-55.6% | $177,989-47.5% | $145,922-35.9% |
| Participation rate | 37.5% | 80.8%-43.3pp | 77.1%-39.6pp | 80.3%-42.8pp |
| Annual return | 4.90% | 385.86%-381.0pp | 294.48%-289.6pp | 561.29%-556.4pp |
| Employer contribution / active EE | $43 | $4,565-99.1% | $3,949-98.9% | $4,660-99.1% |
| Participant deferral / active EE | $3,735 | $6,958-46.3% | $6,276-40.5% | $6,688-44.1% |
| Admin fee / account holder | $5,277 | $12,013-56.1% | $10,363-49.1% | $13,397-60.6% |