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 | $56,598 | $105,998-46.6% | $92,233-38.6% | $147,584-61.7% |
| Participation rate | 52.4% | 80.4%-28.0pp | 76.5%-24.1pp | 82.8%-30.4pp |
| Annual return | 9.12% | 50.05%-40.9pp | 176.28%-167.2pp | 578.55%-569.4pp |
| Employer contribution / active EE | $148 | $4,333-96.6% | $3,679-96.0% | $4,876-97.0% |
| Participant deferral / active EE | $3,062 | $4,478-31.6% | $3,897-21.4% | $5,439-43.7% |
| Admin fee / account holder | $1,559 | $6,332-75.4% | $5,194-70.0% | $10,885-85.7% |