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 3-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 | $231,940 | $177,572+30.6% | $154,803+49.8% | $142,382+62.9% |
| Participation rate | 33.3% | 82.1%-48.7pp | 78.1%-44.7pp | 80.1%-46.8pp |
| Annual return | 4.68% | 65.07%-60.4pp | 58.88%-54.2pp | 217.08%-212.4pp |
| Employer contribution / active EE | $440 | $4,810-90.9% | $4,305-89.8% | $4,299-89.8% |
| Participant deferral / active EE | $2,763 | $6,272-55.9% | $5,540-50.1% | $6,507-57.5% |
| Admin fee / account holder | $40,054 | $16,786+138.6% | $14,329+179.5% | $12,624+217.3% |