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 | $66,681 | $88,751-24.9% | $81,812-18.5% | $145,922-54.3% |
| Participation rate | 62.5% | 75.0%-12.5pp | 72.3%-9.8pp | 80.3%-17.8pp |
| Annual return | 8.48% | 1025.40%-1016.9pp | 773.79%-765.3pp | 561.29%-552.8pp |
| Employer contribution / active EE | $148 | $3,083-95.2% | $2,912-94.9% | $4,660-96.8% |
| Participant deferral / active EE | $1,744 | $4,643-62.4% | $4,319-59.6% | $6,688-73.9% |
| Admin fee / account holder | $1,853 | $8,415-78.0% | $7,386-74.9% | $13,397-86.2% |