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 | $88,337 | $159,901-44.8% | $146,958-39.9% | $145,922-39.5% |
| Participation rate | 64.3% | 84.0%-19.7pp | 82.2%-17.9pp | 80.3%-16.0pp |
| Annual return | 8.83% | 98.13%-89.3pp | 418.34%-409.5pp | 561.29%-552.5pp |
| Employer contribution / active EE | $516 | $5,286-90.2% | $4,933-89.5% | $4,660-88.9% |
| Participant deferral / active EE | $4,661 | $8,428-44.7% | $8,070-42.2% | $6,688-30.3% |
| Admin fee / account holder | $376 | $15,044-97.5% | $12,998-97.1% | $13,397-97.2% |