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 | $73,755 | $202,318-63.5% | $172,739-57.3% | $152,861-51.8% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.4%-22.4pp |
| Annual return | 4.21% | 1029.65%-1025.4pp | 802.84%-798.6pp | 345.32%-341.1pp |
| Employer contribution / active EE | $768 | $5,856-86.9% | $5,143-85.1% | $4,762-83.9% |
| Participant deferral / active EE | $3,765 | $5,948-36.7% | $5,198-27.6% | $5,850-35.6% |
| Admin fee / account holder | $14,189 | $17,109-17.1% | $13,954+1.7% | $11,596+22.4% |