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 8-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 | $73,544 | $58,208+26.3% | $81,812-10.1% | $80,856-9.0% |
| Participation rate | 8.7% | 63.4%-54.7pp | 72.3%-63.6pp | 67.6%-58.9pp |
| Annual return | 7.81% | 41.66%-33.8pp | 773.79%-766.0pp | 35.59%-27.8pp |
| Employer contribution / active EE | $200 | $2,340-91.5% | $2,912-93.1% | $2,755-92.8% |
| Participant deferral / active EE | $869 | $3,281-73.5% | $4,319-79.9% | $4,296-79.8% |
| Admin fee / account holder | $1,260 | $4,981-74.7% | $7,386-82.9% | $6,918-81.8% |