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 | $94,747 | $150,440-37.0% | $136,294-30.5% | $147,584-35.8% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 8.44% | 1049.08%-1040.6pp | 5155.94%-5147.5pp | 578.55%-570.1pp |
| Employer contribution / active EE | $469 | $5,256-91.1% | $4,695-90.0% | $4,876-90.4% |
| Participant deferral / active EE | $10,460 | $6,630+57.8% | $6,247+67.4% | $5,439+92.3% |
| Admin fee / account holder | $337 | $10,905-96.9% | $9,243-96.4% | $10,885-96.9% |