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 | $65,697 | $30,400+116.1% | $53,898+21.9% | $84,808-22.5% |
| Participation rate | 18.8% | 46.4%-27.7pp | 55.0%-36.2pp | 68.3%-49.6pp |
| Annual return | 12.14% | 500.19%-488.0pp | 528.60%-516.5pp | 40.90%-28.8pp |
| Employer contribution / active EE | $28 | $603-95.3% | $932-97.0% | $2,631-98.9% |
| Participant deferral / active EE | $281 | $1,199-76.6% | $1,826-84.6% | $4,212-93.3% |
| Admin fee / account holder | $901 | $1,993-54.8% | $2,491-63.8% | $7,344-87.7% |