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 7-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 | $176,981 | $159,934+10.7% | $147,005+20.4% | $145,959+21.3% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 7.39% | 98.24%-90.9pp | 418.76%-411.4pp | 561.95%-554.6pp |
| Employer contribution / active EE | $840 | $5,287-84.1% | $4,934-83.0% | $4,661-82.0% |
| Participant deferral / active EE | $10,500 | $8,427+24.6% | $8,070+30.1% | $6,689+57.0% |
| Admin fee / account holder | $1,319 | $15,053-91.2% | $13,006-89.9% | $13,398-90.2% |