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 | $64,974 | $107,334-39.5% | $92,893-30.1% | $152,861-57.5% |
| Participation rate | 61.5% | 79.8%-18.2pp | 76.0%-14.5pp | 82.4%-20.9pp |
| Annual return | 4.59% | 145.58%-141.0pp | 109.41%-104.8pp | 345.32%-340.7pp |
| Employer contribution / active EE | $592 | $4,221-86.0% | $3,653-83.8% | $4,762-87.6% |
| Participant deferral / active EE | $2,698 | $4,845-44.3% | $4,236-36.3% | $5,850-53.9% |
| Admin fee / account holder | $788 | $7,079-88.9% | $5,794-86.4% | $11,596-93.2% |