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 | $74,382 | $65,561+13.5% | $86,188-13.7% | $75,163-1.0% |
| Participation rate | 22.5% | 60.5%-38.0pp | 69.0%-46.5pp | 67.2%-44.7pp |
| Annual return | 12.21% | 46.05%-33.8pp | 1168.45%-1156.2pp | 160.62%-148.4pp |
| Employer contribution / active EE | $80 | $1,553-94.8% | $2,380-96.6% | $2,670-97.0% |
| Participant deferral / active EE | $1,337 | $3,024-55.8% | $3,985-66.4% | $4,125-67.6% |
| Admin fee / account holder | $2,632 | $5,474-51.9% | $6,852-61.6% | $5,651-53.4% |