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 4-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 | $103,953 | $178,174-41.7% | $156,181-33.4% | $137,256-24.3% |
| Participation rate | 57.1% | 82.0%-24.9pp | 78.8%-21.7pp | 80.0%-22.8pp |
| Annual return | 4.06% | 84.19%-80.1pp | 64.87%-60.8pp | 220.34%-216.3pp |
| Employer contribution / active EE | $959 | $4,972-80.7% | $4,294-77.7% | $4,156-76.9% |
| Participant deferral / active EE | $9,639 | $6,888+39.9% | $6,132+57.2% | $6,407+50.5% |
| Admin fee / account holder | $595 | $17,404-96.6% | $14,586-95.9% | $12,270-95.2% |