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 | $38,082 | $175,202-78.3% | $149,673-74.6% | $139,434-72.7% |
| Participation rate | 54.5% | 83.4%-28.8pp | 78.8%-24.2pp | 80.3%-25.8pp |
| Annual return | 9.56% | 166.71%-157.1pp | 134.42%-124.9pp | 372.94%-363.4pp |
| Employer contribution / active EE | $516 | $5,474-90.6% | $4,818-89.3% | $4,751-89.1% |
| Participant deferral / active EE | $2,553 | $6,519-60.8% | $5,680-55.0% | $6,710-61.9% |
| Admin fee / account holder | $4,163 | $16,150-74.2% | $13,210-68.5% | $11,403-63.5% |