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 | $83,596 | $165,335-49.4% | $149,696-44.2% | $158,922-47.4% |
| Participation rate | 25.0% | 84.6%-59.6pp | 82.5%-57.5pp | 82.0%-57.0pp |
| Annual return | 4.08% | 348.15%-344.1pp | 276.60%-272.5pp | 302.83%-298.7pp |
| Employer contribution / active EE | $867 | $5,103-83.0% | $4,644-81.3% | $4,761-81.8% |
| Participant deferral / active EE | $4,614 | $7,181-35.7% | $6,842-32.6% | $5,982-22.9% |
| Admin fee / account holder | $2,628 | $10,807-75.7% | $9,309-71.8% | $11,246-76.6% |