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 | $50,084 | $175,202-71.4% | $149,673-66.5% | $139,434-64.1% |
| Participation rate | 31.3% | 83.4%-52.1pp | 78.8%-47.5pp | 80.3%-49.1pp |
| Annual return | 6.69% | 166.71%-160.0pp | 134.42%-127.7pp | 372.94%-366.2pp |
| Employer contribution / active EE | $379 | $5,474-93.1% | $4,818-92.1% | $4,751-92.0% |
| Participant deferral / active EE | $2,776 | $6,519-57.4% | $5,680-51.1% | $6,710-58.6% |
| Admin fee / account holder | $2,545 | $16,150-84.2% | $13,210-80.7% | $11,403-77.7% |