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 | $111,269 | $103,376+7.6% | $87,100+27.7% | $152,861-27.2% |
| Participation rate | 52.9% | 79.3%-26.4pp | 76.9%-23.9pp | 82.4%-29.5pp |
| Annual return | 7.61% | 28.10%-20.5pp | 28.19%-20.6pp | 345.32%-337.7pp |
| Employer contribution / active EE | $7 | $3,220-99.8% | $2,521-99.7% | $4,762-99.9% |
| Participant deferral / active EE | $4,243 | $4,778-11.2% | $4,049+4.8% | $5,850-27.5% |
| Admin fee / account holder | $1,115 | $12,205-90.9% | $7,497-85.1% | $11,596-90.4% |