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 6-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 | $85,920 | $105,181-18.3% | $159,436-46.1% | $85,850+0.1% |
| Participation rate | 64.1% | 75.8%-11.7pp | 82.8%-18.7pp | 69.3%-5.2pp |
| Annual return | 11.00% | 45.07%-34.1pp | 263.57%-252.6pp | 318.53%-307.5pp |
| Employer contribution / active EE | $387 | $3,318-88.3% | $4,829-92.0% | $2,565-84.9% |
| Participant deferral / active EE | $4,564 | $5,945-23.2% | $7,352-37.9% | $3,952+15.5% |
| Admin fee / account holder | $8,963 | $6,933+29.3% | $10,799-17.0% | $6,260+43.2% |