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 | $29,319+124.1% | $52,425+25.3% | $82,448-20.3% |
| Participation rate | 18.8% | 46.9%-28.1pp | 55.6%-36.9pp | 68.1%-49.3pp |
| Annual return | 12.14% | 535.20%-523.1pp | 302.12%-290.0pp | 41.64%-29.5pp |
| Employer contribution / active EE | $28 | $586-95.2% | $914-96.9% | $2,551-98.9% |
| Participant deferral / active EE | $281 | $1,171-76.0% | $1,790-84.3% | $4,139-93.2% |
| Admin fee / account holder | $901 | $1,962-54.1% | $2,495-63.9% | $7,234-87.6% |