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 8-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 | $50,681 | $117,381-56.8% | $99,443-49.0% | $152,861-66.8% |
| Participation rate | 0.0% | 77.5%-77.5pp | 73.8%-73.8pp | 82.4%-82.4pp |
| Annual return | 4.23% | 31.87%-27.6pp | 30.72%-26.5pp | 345.32%-341.1pp |
| Employer contribution / active EE | $184 | $3,013-93.9% | $2,540-92.8% | $4,762-96.1% |
| Participant deferral / active EE | $1,346 | $4,086-67.1% | $3,619-62.8% | $5,850-77.0% |
| Admin fee / account holder | $2,132 | $7,631-72.1% | $6,250-65.9% | $11,596-81.6% |